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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-08-31
  • CA RA
    APPROVED
    Since 2020-08-31

Branch Locations

867 American Street Suite 200, San Carlos, CA 94070 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors, Inc Burlingame CA 05/2020 Present
World Financial Group, Inc. Burlingame CA 10/2012 Present
Avisow Real Estate, Llc Pleasanton CA 03/2015 12/2020
Unemployed Pleasanton CA 01/2018 02/2018
Xoriant For Ge Digital Sunnyvale CA 08/2016 12/2017
Navisow Mgt, Llc Pleasanton CA 03/2015 Present
Ehe International New York NY 02/2018 10/2021
Sejalit Inc. For Pact Pharma Fremont CA 05/2020 09/2020
Leica Geosystems, Inc San Ramon CA 10/2021 09/2023
Knights Of Columbus 6043 Pleasanton CA 10/2021 09/2023
Solomon Page Group, Llc New York NY 10/2023 Present
Spectraforce Technologies San Francisco CA 03/2025 Present
Bayside Solutions, Inc Tracy CA 07/2026 Present
  • 05/2020 → Present
    Transamerica Financial Advisors, Inc
    Burlingame, CA
  • 10/2012 → Present
    World Financial Group, Inc.
    Burlingame, CA
  • 03/2015 → 12/2020
    Avisow Real Estate, Llc
    Pleasanton, CA
  • 01/2018 → 02/2018
    Unemployed
    Pleasanton, CA
  • 08/2016 → 12/2017
    Xoriant For Ge Digital
    Sunnyvale, CA
  • 03/2015 → Present
    Navisow Mgt, Llc
    Pleasanton, CA
  • 02/2018 → 10/2021
    Ehe International
    New York, NY
  • 05/2020 → 09/2020
    Sejalit Inc. For Pact Pharma
    Fremont, CA
  • 10/2021 → 09/2023
    Leica Geosystems, Inc
    San Ramon, CA
  • 10/2021 → 09/2023
    Knights Of Columbus 6043
    Pleasanton, CA
  • 10/2023 → Present
    Solomon Page Group, Llc
    New York, NY
  • 03/2025 → Present
    Spectraforce Technologies
    San Francisco, CA
  • 07/2026 → Present
    Bayside Solutions, Inc
    Tracy, CA
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc NAVISOW MGT, LLC/Investment Related - No/1807 SANTA RITA RD STE H-161, PLEASANTON, CA 94566/Manager of Avi sow RE, LLC/Member/03.2015/0/0/Owner. SPECTRAFORCE TECHNOLOGIES POSITION: Senior Software Engineer NATURE: Staff resource INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 3 START DATE: 03/05/2025 ADDRESS: 650 California St, Floor 7, San Francisco CA 94108, United States DESCRIPTION: The employee will provide data processing/systems programming services for the Company's Client: RELX - LexisNexis BAYSIDE SOLUTIONS, INC POSITION: Engineer NATURE: Staff Resource INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 3 START DATE: 07/06/2026 ADDRESS: 793 South Tracy Blvd., Suite 335, Tracy CA 95376, United States DESCRIPTION: The employee will provide data processing/systems programming services for the Company's Client: Ross Corp.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-29
S63 Uniform Securities Agent State Law Examination 2020-07-25
  • S65 Uniform Investment Adviser Law Examination
    2020-08-29
  • S63 Uniform Securities Agent State Law Examination
    2020-07-25

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