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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 | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunny Hills High School | Fullerton | CA | 02/2007 | Present |
| Wfg | San Diego | CA | 04/2005 | Present |
| Transamerica Financial Advisors, Inc | San Diego | CA | 01/2012 | Present |
| Zeiders Enterprises | Woodbridge | VA | 11/2014 | Present |
| Zhaoxia Tan | Irvine, | CA | 06/2018 | Present |
| Function Academy | Irvine | CA | 07/2020 | Present |
| Netlaw | Louisville | KY | 07/2021 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. NetLaw /0721 -Present / Investment Related: No / 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243/ /Referral Agent / Referral Business / Nature / Hrs. Work Monthly: 2 / Sec Trading Hrs.: 0 / Referral clients to netlaw ZEIDERS ENTERPRISES, 2750 KILLARNEY DRIVE, SUITE 100, WOODBRIDGE, VA, PFC ON-DEMAND, PROVIDE EDUCATIONAL AND COUNSELING SERVICES TO MILITARY MEMBERS AND FAMILIES REGARDING PERSONAL FINANCE, NOT INV-REL, START 11/2014, 4 HRS/MO, 0 HRS Zhaoxia Tan/ 0618-Present / INVESTMENT RELATED: NO / 195 Tarocco Irvine, CA 92618 / Owner / Temporarily rent out my home/hrs work monthly: 0 / Sec trading hrs: 0 / Temporarily rent out my home Sunny Hills High School / 0207-Present / INVESTMENT RELATED: NO /1801 Lancer Way Fullerton, CA 92833 / Math Teacher / Education/ hrs work monthly: 196 / Sec trading hrs: 0 / Teaching Function Academy / 0720-present / Investment Related: No / 195 Tarocco, Irvine, CA 92618 / Teacher / Education / Hrs Work Monthly: 8 / Sec Trading Hrs: 0 / My responsibility is to teach and tutor highs school and college students in various mathematics related course including algebra Calculus, and financial mathematics. I help them with difficult concepts, [problem solving, and homework assignments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-04 |
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