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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 | 2018-03-21 |
Branch Locations
6700 Koll Center Pkwy Suite 160-P, Pleasanton, CA 94566 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | San Diego | CA | 03/2010 | Present |
| Leukemia And Lymphoma Society, Team In Training | San Diego | CA | 11/2011 | Present |
| Transamerica Financial Advisors, Inc | Pleasanton | CA | 01/2012 | Present |
| Account Manager | San Diego | CA | 04/2013 | 10/2016 |
| Novartis | Emeryville | CA | 09/2014 | Present |
| Rental Property | Chula Vista | CA | 11/2014 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. NOVARTIS; NOT INVESTED RELATED; 4560 HORTON ST BUILDING 4, EMERYVILLE CA 94608; RESEARCH OF PROTEIN-PROTEIN AND PROTEIN-SMALL MOLECULAR INTERACTIONS; SCIENTIST - RESEARCH DEVELOPMENT; 160 HRS/MONTH; GROW CELLS, AND EXTRACT THE PROTEIN OF INTEREST VIA COLUMN PURIFICATION TECHNIQUES. I WILL RUN GEL TO ANALYZE THE PROTEIN AND PROCESS. I WILL MAKE LAB REAGENTS AS NEEDED TO STABILIZE THE PROTIEN OF INTEREST. MY RESPONSIBILITIES ALSO INCLUDE MAINTAINING A RESEARCH NOTEBOOK TO DOCUMENT EXPERIMENTS AND TO COMMUNICATE WITH COLLEAGUES ON THE STATUS OF CURRENT AND THE FUTURE PATH FOR POTENTIAL PROJECTS. I WILL ALSO NEED TO PRESENT SUCH DATA ON A NEEDED BASIS. RENTAL PROPERTY; 1144 TARUP CREEK ROAD, CHULA VISTA CA 91913; SINGLE FAMILY RENTAL PROPERTY; OWNER/LANDLORD; 1/2002; 1 HRS/MONTH; COLLECT RENT AND MAKE SURE THE HOME IS MAINTAINED TO ALL CODES THAT PROMOTE GOOD AND WORKING LIVING CONDITIONS TO MY TENANT(S) Leukemia and Lymphoma Society, Team in Training/NO/9150 Chesapeake Drive San Diego CA 92123/volunteer/Affiliation with charity had a resticted application process. Leukemia and Lymphoma Society had informed me that I had made the team mid-october.. Fundraising and actual program does not start until November 5, 2011 when season actually starts
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-01 |
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