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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 | 2025-06-09 |
Branch Locations
9355 East Stockton Blvd. Ste 160, Elk Grove, CA 95624 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Elk Grove | CA | 03/2025 | Present |
| Wfgia | Elk Grove | CA | 01/2025 | Present |
| Harshad Shah Financial Services Inc | San Jose | CA | 02/2023 | Present |
| Vadict Innovations Pvt Ltd | Vadodara | 09/2020 | 01/2023 | |
| Self Employed | Vadodara | 04/2018 | 01/2023 | |
| Unemployed | Kuwait | 12/2017 | 03/2018 | |
| Core Enterprise Solutions For General Trading | Kuwait | 07/2017 | 12/2017 | |
| Bader Al Mulla Amp; Brothers Company W.L.L. | Kuwait | 05/2012 | 07/2017 | |
| Illinois Health Agents Inc Dba Independent Health Agents | Chicago | IL | 03/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. HARSHAD SHAH FINANCIAL SERVICES INC/Investment Related - No/2690 S WHITE RD, STE 245, SAN JOSE CA 95148/Tax preparation, bookkeeping and payroll services./President/02.2023/120/80/Overall management of tax preparation, bookkeeping and payroll services. ILLINOIS HEALTH AGENTS INC DBA INDEPENDENT HEALTH AGENTS POSITION: Health Insurance Producer NATURE: Health Insurance Producer INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 03/19/2025 ADDRESS: 3501 N Southport Ave, #207, Chicago IL 60657, United States DESCRIPTION: Independent Health Agents has existing relationships and agreements with various insurance carriers. I, as a Producer, intend to have relationship with various Health Insruance Carriers. Both parties shall be jointly listed as agent or broker on any health insurance contract placed by me with any of the Carriers under Independent Health Agent's general agent and/or broker agreement. Independent Health Agents will on request provide various general agent services like marketing, website support, underwriting, compliance, administration and claims issues, negotiation and interaction with Carriers, renewals, and client advice and interaction.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-09 |
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