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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 | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2025-04-14 |
| NC | RA | APPROVED | 2019-01-28 |
Branch Locations
390 Bridge Pkwy.,#250, Redwood City, CA 94065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | San Francisco | CA | 07/2001 | Present |
| Transamerica Financial Advisors, Inc | San Francisco | CA | 01/2012 | Present |
| Jjp Enterprise, Inc | Castro Valley | CA | 11/2017 | Present |
| Hat Band Ct 2Nd Home | Gardnerville | NV | 04/2024 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, In JJP ENTERPRISE, INC/NOT INVESTMENT RELATED/11.1.2017/PRESIDENT/7991 PINEVILLE CIR, CASTRO VALLEY, CALIFORNIA 94552/OPERATION OF MY WFG BUSINESS/RUNNING DAILY ACTIVITIES OPERATION OF WFG BUSINESS/HOURS: 5 HAT BAND CT 2ND HOME \ POSITION: Owner of the house NATURE: 2nd home and/or rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2024 ADDRESS: 1222 Hat band ct, Gardnerville NV 89410 \ DESCRIPTION: This is a 2nd home and rental property, I do not spend much time to run it. I will rent it out periodically.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-24 |
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