Best Investors Account Sign in
Current Employers
American Independent Securities Group, Llc

664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-20
  • CA RA
    APPROVED
    Since 2025-02-20

Branch Locations

San Mateo, CA • United States

664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States

San Mateo, CA • United States

664 S Rivershore Lane Suite 150, Eagle, ID 83616 • USA

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 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
  • 08/2021 → 02/2025
    Transamerica Financial Advisors, Inc
    Alviso, CA
  • 07/2016 → 02/2025
    World Financial Group, Inc.
    Alviso, CA
  • 04/2000 → 05/2018
    Igt
    Reno, NV
  • 01/2009 → Present
    Win Win Technology, Llc
    San Mateo, CA
  • 08/2014 → Present
    Rental Property At 10525 Baton Ct, Reno, Nv 89521
    Reno, NV
  • 06/2014 → Present
    Brisbane Bayshore Homes, Llc
    San Bruno, CA
  • 02/2025 → Present
    Eagle, ID
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-04
S63 Uniform Securities Agent State Law Examination 2021-07-03
  • S65 Uniform Investment Adviser Law Examination
    2021-10-04
  • S63 Uniform Securities Agent State Law Examination
    2021-07-03
Other Names
  • Cherry Li

View on SEC IAPD

More in San Mateo, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor