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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-09
  • CA RA
    APPROVED
    Since 2026-03-09

Branch Locations

2107 N. First Street Suite 310, San Jose, CA 95131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors San Jose CA 07/2025 Present
Wfgia San Jose CA 11/2019 Present
Guardian Home Health Agency Pleasanton CA 08/2022 Present
Feldcare Connects Pleasanton CA 08/2021 Present
American Home Health And Hospice Care Dublin CA 07/2015 08/2021
Amedysis Home Health Care Service Company Hayward CA 04/2017 03/2018
A Caring Life Home Health Inc. Tracy CA 10/2021 07/2022
Guardian Home Health Agency Plesanton CA 08/2022 Present
Feldcare Connects Thousand Oaks CA 08/2022 Present
  • 07/2025 → Present
    Transamerica Financial Advisors
    San Jose, CA
  • 11/2019 → Present
    Wfgia
    San Jose, CA
  • 08/2022 → Present
    Guardian Home Health Agency
    Pleasanton, CA
  • 08/2021 → Present
    Feldcare Connects
    Pleasanton, CA
  • 07/2015 → 08/2021
    American Home Health And Hospice Care
    Dublin, CA
  • 04/2017 → 03/2018
    Amedysis Home Health Care Service Company
    Hayward, CA
  • 10/2021 → 07/2022
    A Caring Life Home Health Inc.
    Tracy, CA
  • 08/2022 → Present
    Guardian Home Health Agency
    Plesanton, CA
  • 08/2022 → Present
    Feldcare Connects
    Thousand Oaks, CA
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). GUARDIAN HOME HEALTH AGENCY Investment Related No 6601 Owens Drive Suite 135 Pleasanton, CA 94588 I offer clinical advice and assist patient in the in the community needing home health occupational therapy services for post-surgical, medical or falls and/or other life events that may impact functional independence and home safety for these patients independent contractor home health Occupational Therapist 08/2022 25 hrs 15 hr Evaluate treat patience based on doctors' orders for their medical condition and come up with a plan of care to improve functional safety, medical safety, prevent falls, improve functional independence, train with exercises and equipment's, train patients and caregivers for the home care needs FIELDCARE CONNECTS Investment related NO 100 E thousand oaks #237 Thousand Oaks, CA 91360 This company provides (independent contractors) clinicians to home health agencies who are looking to find clinicians to provide care to their home bound clients with medical needs. Occupational therapist, physical therapist, speech therapist and are clinicians who work on call PRN under an independent contractor for this company. Occupational Therapist 08/2022 10 hrs 10 hrs to treat patients with occupational therapy orders from a doctor for patients who are unable to be access a clinic and need occupational therapy access at home GUARDIAN HOME HEALTH AGENCY POSITION: Occupational Therapist NATURE: Home Healthcare Agency INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 6601 Owens Drive, Suite 135, Pleasanton CA 94588, United States DESCRIPTION: Intake patients with existing medical orders for occupational therapy services, evaluate and create rehabilitation goals relevant for their needs, coordinate on plan of care as/when needed with other clinicians assigned for their care and discharge when skilled services no longer needed/ beneficial, provide them with resources to prevent decline in functions and decrease need or frequency of hospitalization. FELDCARE CONNECTS POSITION: Occupational Therapist NATURE: Provide staff to home health agencies to service their patient care and facilitate carry forward of the service notes as per agency insurance protocols. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 100 E thousand Oaks, Suite 237, Thousand Oaks CA 91360, United States DESCRIPTION: Coordinate with between this agency and patient's primary home health agency, to Intake patients with existing medical orders for occupational therapy services, evaluate and create rehabilitation goals relevant for their needs, coordinate on plan of care as/when needed with other clinicians assigned for their care and discharge when skilled services no longer needed/ beneficial, provide them with resources to prevent decline in functions and decrease need or frequency of hospitalization.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-09
S63 Uniform Securities Agent State Law Examination 2025-12-19
  • S65 Uniform Investment Adviser Law Examination
    2026-03-09
  • S63 Uniform Securities Agent State Law Examination
    2025-12-19

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