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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-04-28 |
Branch Locations
355 118Th Ave Se Suite 100A, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Bellevue | WA | 04/2021 | Present |
| Wfgia | Bellevue | WA | 11/2018 | Present |
| Unemployed | Shanghai | 07/2015 | 10/2018 | |
| Js Roslyn Llc | Roslyn | NY | 12/2015 | Present |
| Mkm Foundation | Medina | WA | 11/2021 | Present |
| Rental Income | San Antonio | FL | 06/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC. JS ROSLYN LLC/Investment Related - Yes/21 Center Dr, Roslyn, NY 11576 4256987089/rental property/Owner/12.2015/0/0/I am the owner of the property MKM FOUNDATION \ POSITION: Initial border of directors NATURE: MKM Foudnation is 501(C)(3) and it is for the charitable purpose. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2021 ADDRESS: 808 84TH AVE NE, Medina WA 98039 \ DESCRIPTION: Our family set up this foundation , MY responsibilities is in charge of the daily operations and the contact person of the foundation. RENTAL INCOME POSITION: owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2024 ADDRESS: 11661 Radiant Shore Loop, 520 Peregrine Way, Leander , Austin, TX 78641, San Antonio FL 33576, United States DESCRIPTION: we have a proterty manager to manage it, so I have no daily activities on it.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-04 |
| S65 | Uniform Investment Adviser Law Examination | 2021-03-18 |
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