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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 | 2025-02-06 |
Branch Locations
1810 Gateway Dr Suite 238, San Mateo, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Burlingame | CA | 02/2025 | Present |
| Wfgia | Burlingame | CA | 10/2018 | Present |
| Cdlt Inc / European Wax Center | South San Francisco | CA | 06/2014 | 03/2020 |
| Unemployed | Millbrae | CA | 03/2020 | 09/2020 |
| Apex Equity Group, Inc / European Wax Center | Livermore | CA | 09/2020 | Present |
| In-Home Supportive Svcs | West Sacramento | CA | 01/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. APEX EQUITY GROUP, INC / EUROPEAN WAX CENTER/Investment Related - No/1452 N VASCO ROAD #315, LIVERMORE, CA 94551 /EUROPEAN WAX CENTER/AESTHETICIAN/09.2020/160/0/WAX SPECIALIST IN-HOME SUPPORTIVE SVCS POSITION: In-Home Care Taker NATURE: In-Home Supportive Care INVESTMENT RELATED: No NUMBER OF HOURS: 61 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2024 ADDRESS: PO Box 1717, West Sacramento CA 95691, United States DESCRIPTION: Home Care
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-21 |
| S65 | Uniform Investment Adviser Law Examination | 2024-05-04 |
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