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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-10-10 |
Branch Locations
20380 Town Center Lane Suite 210, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | San Jose | CA | 02/2016 | Present |
| World Financial Group, Inc. | San Jose | CA | 08/2008 | Present |
| Teatop | San Jose | CA | 12/2016 | 03/2018 |
| Us Postal Service | San Jose | CA | 04/2018 | 04/2018 |
| Genesis10 Staffing | Mountain View | CA | 04/2018 | 11/2021 |
| University Of Michigan | Ann Arbor | MI | 09/2021 | 06/2025 |
| Tutor.cOm | New York | NY | 02/2023 | 06/2024 |
| San Jose State University | San Jose | CA | 06/2025 | Present |
| Sharks Ice San Jose | San Jose | CA | 11/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. SAN JOSE STATE UNIVERSITY POSITION: Graduate Assistant NATURE: Education INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 2 START DATE: 06/16/2025 ADDRESS: 1 Washington Square, San Jose CA 95192, United States DESCRIPTION: Research Assistance SHARKS ICE SAN JOSE POSITION: Frontline NATURE: Recreational sports INVESTMENT RELATED: No NUMBER OF HOURS: 800 SECURITIES TRADING HOURS: 3 START DATE: 11/04/2025 ADDRESS: 1500 S. 10th Street, San Jose CA 95112, United States DESCRIPTION: Support customer service by checking in people for their activities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-20 |
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