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664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-20 |
Branch Locations
664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
664 S Rivershore Lane Suite 150, Eagle, ID 83616 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Alviso | CA | 08/2021 | 02/2025 |
| World Financial Group, Inc. | Alviso | CA | 07/2016 | 02/2025 |
| Igt | Reno | NV | 04/2000 | 05/2018 |
| Win Win Technology, Llc | San Mateo | CA | 01/2009 | Present |
| Rental Property At 10525 Baton Ct, Reno, Nv 89521 | Reno | NV | 08/2014 | Present |
| Brisbane Bayshore Homes, Llc | San Bruno | CA | 06/2014 | Present |
| American Independent Securities Group Llc | Eagle | ID | 02/2025 | Present |
Sales of insurance products; investment related; San Mateo, CA 94403; independent agent; start date 02/19/2025 WIN WIN TECHNOLOGY, LLC/Investment Related - No/10525 Baton Court, Reno, NV 89521 415-828-8949/IT Consulting and Services/Owner/01.2009/0/0/Supervision of the general operations Rental Property at 10525 Baton Ct, Reno, NV 89521/Investment Related - Yes/10525 Baton Court, Reno, NV 89521 650-431-6233/Residential rental property/Owner/08.2014/0/0/Owner with no daily operation duties. A property management company, Welcome Home Real Estate amp; Property Management does all management tasks. BRISBANE BAYSHORE HOMES, LLC/Investment Related - Yes/561 San Mateo Ave, San Bruno, CA 94066 415-810-3216/Real Estate Investment in Land Development/Domestic Partner/06.2014/0/0/No management or operational responsibilities, only profit sharing on the future capital appreciations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-03 |
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