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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 | 2025-05-08 |
| WA | RA | APPROVED | 2025-05-08 |
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 | 04/2025 | Present |
| World Financial Group, Inc. | Pleasanton | CA | 08/2023 | Present |
| Student | Los Angeles | CA | 09/2013 | 06/2017 |
| Unemployed | Los Angeles | CA | 06/2017 | 11/2017 |
| Microsoft | Redmond | WA | 11/2017 | 09/2020 |
| Enzo Wealth | New York | NY | 09/2020 | 07/2021 |
| Wisetack | San Francisco | CA | 09/2021 | Present |
Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. (TFA). WISETACK/Investment Related - No/460 Brannan St Unit 78384, San Francisco, CA 94107-7616/Wisetack is a financial technology company that provides financing options for customers of in-person service businesses. They help these businesses offer their customers the ability to pay for services or products over time, making larger purchases more accessible. Businesses can easily integrate Wisetack into their existing software through APIs, streamlining the financing process./Engineering Manager/09.2022/160/8/ leads and guides a team of engineers, ensuring projects are completed and duties are fulfilled
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-05 |
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