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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-02 |
Branch Locations
2700 Richards Road Suite 204A, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Bellevue | WA | 01/2026 | Present |
| Wfgia | Bellevue | WA | 05/2025 | Present |
| Microsoft | Redmond | WA | 08/2001 | 07/2025 |
| Grand Knights Chess Academy | Bellevue | WA | 09/2025 | Present |
| Beyond Soft | Bellevue | WA | 11/2025 | Present |
| Armada Systems | San Fancisco | CA | 12/2025 | Present |
| World System Builders (Wsb) | Alviso | CA | 05/2025 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 1.) Grand Knights Chess Academy Investment Related? NO 13620 NE 20th Street | Suite K | Bellevue, WA 98005 Teaching chess to children, in classes, summer camps, and after-school chess clubs, as well as running chess tournaments for children. Chess Coach Start date 9/2025 4 hours per month, 0 hours during trading. ARMADA SYSTEMS POSITION: Senior Software Engineer NATURE: Hardware and software technology for running cloud applications in remote areas INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6 START DATE: 12/16/2025 ADDRESS: 11 Funston Avenue, Suite A, San Fancisco CA 94129, United States DESCRIPTION: Software development WORLD SYSTEM BUILDERS (WSB) POSITION: null NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 05/17/2025 ADDRESS: 2099 Gold Street, Suite 100, Alviso CA 95002, United States DESCRIPTION: WFG and TFA Co-Brand
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
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