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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 | 2022-02-15 |
Branch Locations
1 Technology Drive Suite J709, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Irvine | CA | 03/2005 | Present |
| Transamerica Financial Advisors, Inc | Irvine | CA | 01/2012 | Present |
| Everest Group Llc | Chicago | IL | 12/2024 | 02/2026 |
| Rental Property | Vernon Hills | IL | 12/2024 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc RENTAL PROPERTY POSITION: none NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2024 ADDRESS: 376 W SHADOW CREEK DR, VERNON HILLS IL 60061, United States DESCRIPTION: This OBA has been disclosed under my husband KUN QIAN 02HLB, who manages the rental property. I disclose this per RBM Patrick Dailey's request.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-19 |
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