Yadwinder Chehal

Current Employers

Employment History

• 06/2026 → Present
  Loan Factory
  San Jose, CA
• 02/2026 → Present
  Transamerica Financial Advisors
  Modesto, CA
• 11/2025 → Present
  Wfgia
  Modesto, CA
• 11/2006 → 07/2017
  Yes Bank Ltd.
  Ludhiana
• 07/2017 → 05/2019
  Rbl Bank Ltd.
  Ludhiana
• 05/2019 → 03/2025
  Indusind Bank Ltd.
  Ludhiana
• 03/2025 → 11/2025
  Unemployed
  Delhi, CA
• 01/2026 → Present
  Self-Employed
  Delhi, CA
• 01/2026 → Present
  Covered California
  Delhi, CA
• 03/2026 → Present
  Primestar Professional Services
  Lathrop, CA
• 03/2026 → Present
  First Connect Insurance Services Llc
  Austin, TX
• 01/2026 → Present
  Notary Public Registered With California
  Delhi, CA
• 01/2026 → Present
  Covered California
  Sacramento, CA

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 1.) Notary Public Investment Related? NO Delhi, CA Start date 1/2026 10 hours per month, <1 hour per day during trading. 2.) Covered California Investment Related? NO Health insurance agency Agent Start date 1/2023 No active hours. FIRST CONNECT INSURANCE SERVICES LLC POSITION: Indepenedent Agent NATURE: I am registered as Property and Casuality sales of insurance business INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/17/2026 ADDRESS: 501 Congress Ave, Suite 150, Austin TX 78701, United States DESCRIPTION: I am currently registered as a Property and Casualty (P&C) agent due to holding a multiline broker license. However, I have not conducted any business activity under this license to date. Specifically: I have not engaged in any sales or client servicing activities I have not performed any advertising or marketing I have not dedicated any specific working hours to this activity I have not generated any income or compensation My intent in maintaining this registration is only to potentially utilize it on a limited basis during weekends (Saturday and Sunday), when I am not engaged in my primary role or any trading-related responsibilities. Please let me know if any further information or documentation is required for compliance purposes. PRIMESTAR PROFESSIONAL SERVICES POSITION: Notary / Part-time Loan Processor NATURE: Prime star professional services is in the business of Loans and giving advise in making living trust for CA state. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 03/02/2026 ADDRESS: 2030 Louis Avenue, Lathrop CA 95330, United States DESCRIPTION: I would like to clarify that I provide notary services and work as a part-time loan processor with Prime Star Professional Services on an on-call basis. I am not employed full-time, do not have a fixed salary, and my involvement is limited to occasional service-based work. Dear Compliance Team, I would like to provide clarification regarding my association with Primestar Professional Services. Primestar Professional Services is a small corporation operating as a mortgage broker, primarily handling purchase and refinance loan transactions. The company does not engage in reverse mortgage products. My role with the company is strictly limited to backend processing activities on a part-time, on-call basis. I am not involved in any client-facing activities, sales, solicitation, or loan origination, and I do not hold the role of a loan originator. Compensation, if any, is paid on a per-file basis, approximately $500 per processed file. As of now, my involvement has been minimal. Please let me know if any additional details or documentation are required. NOTARY PUBLIC REGISTERED WITH CALIFORNIA POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 16400 Lancaster street, Delhi CA 95315, United States DESCRIPTION:Sole notary COVERED CALIFORNIA POSITION: independent Agent NATURE: It is california health care department INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/10/2026 ADDRESS: 1601 Exposition Blvd., Sacramento CA 95815, United States DESCRIPTION: Health Plans LOAN FACTORY POSITION: loan officer NATURE: it is a loan provider company INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2026 ADDRESS: Loan Factory INC, 2195 Tully Road, SAN JOSE CA 95122, United States

Exams

• S66 Uniform Combined State Law Examination
  2026-04-11