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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 | 2020-08-31 |
Branch Locations
867 American Street Suite 200, San Carlos, CA 94070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-25 |
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