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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 | 2018-11-21 |
Branch Locations
1821 Saratoga Ave Suite 290, Saratoga, CA 95070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Realty & Loan | Dublin | CA | 11/2000 | Present |
| Wfg | Saratoga | CA | 06/2001 | Present |
| Butterfly Effect Llc | American Canyon | CA | 01/2007 | Present |
| Lotus Packing, Inc. | Brewster | WA | 12/2007 | 11/2016 |
| Ta-Chi Orchard | Brewster | WA | 12/2007 | 11/2021 |
| Legacy Elite, Inc | Dublin | CA | 11/2006 | Present |
| Eligere Investment Holding, Llc | Dublin | CA | 05/2007 | Present |
| Richmond Hills Partnership | San Francisco | CA | 01/2005 | 07/2021 |
| Transamerica Financial Advisors, Inc | Saratoga | CA | 01/2012 | Present |
| Spa Gaia, Llc | Ameerican Canyon | CA | 01/2007 | 03/2022 |
| Poshmark | Redwood City | CA | 09/2017 | Present |
| Green Valley Realty Usa | Cupertino | CA | 06/2018 | 09/2019 |
| Ocean Mortgage Corp | Cupertino | CA | 07/2018 | 09/2019 |
| Googain Inc | Sunnyvale | CA | 08/2019 | 01/2026 |
| Googain Dba Maxreal | Sunnyvale | CA | 08/2019 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Legacy Elite, Inc. / 1106-Present/ Investment Related: yes /5068 Royal Pines Way Dublin, CA94568/Owner-Broker/Real Estate/ Hrs Work Monthly: 10 %/ Sec Trading Hrs: 10% / WFG still pay to my personal name not to corp. I will receive 1099 to my name. No daily activity. BUTTERFLY EFFECT, LLC, NOT INVESTMENT-RELATED, 3600 BROADWAY ST, AMERICAN CANYON, CA 94503, SHAREHOLDER, AFFILIATED SINCE 01/2006; SHAREHOLDER ONLY SINCE 3/1/2013, 0 HRS/MO., NO DUTIES Poshmark/ 9.23.2017/ Individual Seller/ Post pictures of items for sale/ 1HR/MTH/ 101 Redwood Shores PKWY Redwood City CA 94065/ Approved without Restrictions GOOGAIN, INC / emp dates: 0819 TO PRESENT/ INVESTMENT RELATED: NO /address: 1288 KIFER ROAD #208 SUNNYVALE, CA 94086/ position: LOAN OFFICER / nature of business: MORTGAGE LOAN BROKER / hrs work monthly: 1 /Sec trading hrs: 0 / duties: I ONLY NEED TO SUBMIT LOAN TO THEM WHEN I HAVE CLIENT, NO DAILY ACTIVITY Eligere Investment Holding LLC/0507-Present/ Investment Related: No /5068 Royal Briggs Way Dublin, CA 94568 / Owner/Holding LLC for Investment property/ Hrs Work Monthly:0 / Sec Trading Hrs:0 Eligere Investing Holding, LLC/YES/ 5068 ROYAL PINES WAY DUBLIN CA 94568/05/01/2007/MANAGER/RETAL PROPERTY OWNER& MANAGER/05/01/2007/0/RENTAL PROPERY OWNER / APPROVED WITH RESRICTIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-05 |
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