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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
3550 Stevens Creek Blvd Suite 308, San Jose, CA 95117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | San Jose | CA | 07/2009 | Present |
| Transamerica Financial Advisors, Inc | San Jose | CA | 01/2012 | Present |
| Alliance Realty And Loan | San Jose | CA | 08/2012 | Present |
| Notary Public | Cupertino | CA | 10/2014 | 08/2022 |
| Ihhs (In Home Support Service) | San Jose | CA | 01/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc IHHS (In Home Support Service) / 0122-Present / Investment Related: No / 200 S Market Street #803 San Jose, CA 95113 / IHSS Worker / Cares supporting / Hrs. Work Monthly: 35 / Sec Trading Hrs: 1 / Take care of doctor, pharmacy, grocery visit and errand trips; Perform house cleaning, and laundry jobs, make meals for the elder Alliance Realty and Loan/NO/890 Saratoga Ave.San Jose, CA 95129/ Real Estate Sales Person - buying/selling real residential property 10 hrs per week / approved with restrictions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-03 |
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