Best Investors
Account
Sign in
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-16 |
Branch Locations
6700 Koll Center Pkwy Suite 160-P, Pleasanton, CA 94566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Pleasanton | CA | 02/2025 | Present |
| Wfgia | Pleasanton | CA | 01/2019 | Present |
| Uc Davis Health | Sacramento | CA | 09/2019 | Present |
| Sutter Health | Sacramento | CA | 03/2010 | 09/2019 |
| Rental | West Sacramento | CA | 09/2012 | Present |
| Kaiser Permanente | Oakland | CA | 09/2021 | Present |
| Covered California | Sacramento | CA | 10/2021 | Present |
| Delta Dental | Oak Brook | IL | 10/2021 | Present |
| Blue Shield Of California | Oakland | CA | 11/2021 | Present |
| Visitorscoverage Inc. | Santa Clara | CA | 08/2025 | Present |
| Hong Ge - Independent Insurance Broker | Davis | CA | 06/2026 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. UC DAVIS HEALTH/Investment Related - No/4301 X St, Sacramento, CA 95817, (916) 734-2011/Hospital/HIM Business and Clinical Systems Specialist/09.2019/172/172/Data Analysis and Reporting RENTAL/Investment Related - Yes/2831 Stonegate Dr, West Sacramento, CA 95691/Rental Property/Owner/09.2012/0/0/Owner COVERED CALIFORNIA POSITION: Certified Insurance Agent NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/07/2021 ADDRESS: Government Agency, Sacramento CA 95814, United States DESCRIPTION: Occasionally, clients came to me for help with their Covered California application. KAISER PERMANENTE POSITION: broker NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/27/2021 ADDRESS: 1 Kaiser Plz, Oakland CA 94612, United States DESCRIPTION: Occasionally, I help clients who need health coverage submit an application and communicate with KP any issues regarding membership. DELTA DENTAL POSITION: Broker NATURE: Dental Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2021 ADDRESS: 1515 West 22nd Street, Suite 450, Oak Brook IL 60523, United States DESCRIPTION: Occasionally, I help clients who need dental coverage submit an application. BLUE SHIELD OF CALIFORNIA POSITION: Broker NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2021 ADDRESS: 601 12th Street, Oakland CA 94607, United States DESCRIPTION: Occasionally, I help clients who need health coverage submit an application. VISITORSCOVERAGE INC. POSITION: Agent NATURE: Travel Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2025 ADDRESS: 2350 Mission College Blvd #1140, Santa Clara CA 95054, United States DESCRIPTION: No activities yet. Planning to apply to be an agent of this Travel Insurance company to help my clients. I have more and more clients coming from overseas to visit or live in the US and need temporarily health insurance. HONG GE - INDEPENDENT INSURANCE BROKER POSITION: Independent Health Insurance Broker NATURE: Independent health insurance brokerage providing consultation, plan comparison, and enrollment assistance for Medicare Advantage, Medicare Supplement, and Medicare Part D prescription drug plans, as well as individual and family health insurance and ancillary products such as dental and vision coverage. Services are conducted through direct appointments with insurance carriers and through partnerships with independent marketing organizations, allowing access to multiple insurance providers. This activity represents an ongoing independent brokerage business. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2026 ADDRESS: 953 Woodbury Ln, Davis CA 95616, United States DESCRIPTION: I occasionally engage in independent health insurance brokerage activities on a part-time basis. These activities include consulting with individuals on Medicare and individual/family health insurance options, reviewing and comparing plan benefits across multiple carriers, and assisting with enrollment when requested. Products may include Medicare Advantage, Medicare Supplement, Medicare Part D prescription drug plans, and ancillary benefits such as dental and vision coverage. When applicable, I assist clients with applications, plan selection guidance, and post-enrollment questions. I maintain required licensing and certifications and follow all applicable carrier and regulatory compliance requirements. This activity is conducted independently and may involve access to insurance products through direct carrier appointments and independent marketing organizations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-02 |
Reach out to this advisor