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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-02 |
| MD | RA | APPROVED | 2025-05-10 |
| VA | RA | APPROVED | 2025-05-10 |
Branch Locations
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Radnor | PA | 03/2025 | Present |
| Wfgia | Radnor | PA | 01/2025 | Present |
| Freddie Mac | Mclean | VA | 01/2012 | Present |
| Wize Llc | Fairfax | VA | 02/2025 | Present |
| Hope Chinese School Va Inc | Herndon | VA | 08/2024 | Present |
| Rental House | Herndon | VA | 05/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. FREDDIE MAC/Investment Related - No/8100 Jones Branch Dr, McLean, VA 22102/create and support secondary mortgage market/quantitative analytics director/1.2012/160/160/software development, WIZE LLC/Investment Related - No/3740 Center Way, Fairfax, VA 22033/Franchisee of Wize Computing Academy , k-12 extra-curriculum classes in computer and robotics for afterschool, summer camp, etc/member/2.2025/20/20/owner, member HOPE CHINESE SCHOOL VA INC/Investment Related - No/"12943 Cedar Glen Lane Herndon, VA 20171/nonprofit providing sunday school for Chinese immigrant community -Hope Chinese School/member/8.2024/40/0/assist the school management RENTAL HOUSE/Investment Related - Yes/12706 Pinecrest Rd, Herndon, VA, 20171/I rent the house to a family./landlord/5.2022/1/0/landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-26 |
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