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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 | APP_PEND_IARCE | 2026-01-01 |
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1821 Saratoga Ave Suite 290, Saratoga, CA 95070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Saratoga | CA | 06/2019 | Present |
| Wfgia | Saratoga | CA | 06/2018 | Present |
| Realtyonegrouip-World Properties | Cupertino | CA | 09/2015 | 08/2020 |
| Slava Real Estate Services | Cupertino | CA | 04/2015 | 09/2016 |
| General Mortgage Capital Corporation | Cupertino | CA | 05/2016 | Present |
| Owner Of Rental Property | Sunnyvale | CA | 04/2015 | Present |
| Rental Property-Mcgee | Berkeley | CA | 04/2009 | Present |
| Golden Ribbon Llc | Mountain View | CA | 07/2010 | Present |
| Brg Realty | San Jose | CA | 09/2020 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc GENERAL MORTGAGE CAPITAL CORPORATION/Investment Related - No/1601 S. De Anza Blvd. Suite 260 Cupertino, CA 95014/i am a loan agent; I help clients obtaining mortgage financing to purchase a real estate, or refinance the loan of the properties they currently own/loan agent/06.2016/2/2/I am a loan agent - independent contractor OWNER OF RENTAL PROPERTY/Investment Related - Yes/1232 Hollenbeck avenue, Sunnyvale, ca 94087/rental property/owner/04.2015/10/10/owner RENTAL PROPERTY-MCGEE/Investment Related - Yes/2511 McGee avenue, Berkeley, ca 94703/Rental property/owner/04.2009/10/10/owner GOLDEN RIBBON LLC/Investment Related - Yes/1266 Bryant avenue, mountain view , ca 94040 650-450-2140/Real Estate investment entity/Partner/07.2010/10/10/buy and sell properties, owner, managing and monitor rehab activities, funding for purchase, rehabbing, marketing BRG REALTY/YES/1900 CAMDEN AVE SUITE 100 SAN JOSE CA 95124/REALTOR/09/01/2020/REAL ESTATE SALES/40/2/REAL ESTATE SALES/APPROVED WITH RESRICTIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-24 |
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