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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-08 |
| CA | RA | APPROVED | 2017-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Alviso | CA | 10/2004 | Present |
| Transamerica Financial Advisors, Inc | Alviso | CA | 01/2012 | Present |
| Heartland Institute Of Financial Education | Alviso | CA | 10/2012 | Present |
| Hife College Planning | Alviso | CA | 10/2012 | Present |
| Bradley Todd Akio Hamada | Fremont | CA | 01/2010 | Present |
| Jar Insurance Services | Cerritos | CA | 11/2019 | Present |
| National Association Of Registered Social Security Analysts | Melville | NY | 09/2021 | Present |
| Lspn Pro, Llc | Lindon | UT | 03/2022 | Present |
| Investment Property | Brookwood | AL | 01/2008 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. LSPN Pro, LLC / 0322-Present / Investment Related: No /100 N. State Street, Ste B, Lindon, UT 94042 / Independent Rep / Estate Planning Services / Hrs. Work Monthly: 5 / Sec Trading Hrs.: 1 / Client communications, Marketing, and referring potential clients NATIONAL ASSOCIATION OF REGISTERED SOCIAL SECURITY ANALYSTS|NOT INVESTMENT RELATED|68 SOUTH SERVICE RD., SUITE 100. MELVILLE, NY 11747|SS OPTIMIZATION PROGRAM|REGISTERED SS ANALYST|09.20.21|20 HRS A MONTH|1 HR DURING SECURITIES TRADING|RUNNING SS OPTIONS FOR CLIENTS TO HELP THEM UNDERSTAND HOW TO OPTIMIZE THEIR SS BENEFITS. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION, 2099 GOLD STREET SUITE 222 ALVISO CA 95002, 10/01/2012, NON-INVESTMENT RELATED, CERTIFIED FINANCIAL EDUCATOR, 40 HOURS PER MONTH HIFE COLLEGE PLANNING, 2099 GOLD STREET SUITE 222 ALVISO CA 95002, 10/01/2012, NON-INVESTMENT RELATED, COLLEGE PLANNER, 40 HOURS PER MONTH Bradley Todd Akio Hamada/ Agent/ 42840 Christy Street Ste 107 Fremont CA 94538/ Health Insurance/ Marketing health Insurance group plans to companies/ Approved with Restrictions JAR INSURANCE SERVICES/ emp dates: 1119 TO PRESENT/ INVESTMENT RELATED: NO /address: 17215 STUDEBAKER ROAD SUITE 390 CERRITOS, CA 90703/ position: SR HEALTH BENEFIT COORD / nature of business: MEDICARE ADVANTAGE MARKETING/hrs work monthly: 40/Sec trading hrs: 4/ duties: WILL ASSIST IN MARKETING FOR MEDICARE ADVANTAGE INVESTMENT PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: 15997 Stoneridge Circle, Brookwood AL 35444, United States DESCRIPTION: none. it is managed by a property manager in Alabama
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-15 |
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