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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-07-22
NJ RA APPROVED 2025-06-27
CA RA APPROVED 2015-04-16
  • TX RA
    APPROVED_RES
    Since 2025-07-22
  • NJ RA
    APPROVED
    Since 2025-06-27
  • CA RA
    APPROVED
    Since 2015-04-16

Branch Locations

1810 Gateway Dr Suite 238, San Mateo, CA 94404 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
World Financial Group, Inc. Burlingame CA 03/2012 Present
Transamerica Financial Advisors, Inc. Burlingame CA 04/2013 Present
Ecopea Inc San Francisco CA 10/2013 10/2021
Covered Ca Burlingame CA 11/2013 09/2018
Blue Shield Of California San Francisco CA 12/2012 09/2018
Healthnet Rancho Cordova CA 08/2012 09/2018
Heartland Insitute Of Financial Education Aurora CO 09/2012 Present
Ruan Legacy Burlingame CA 08/2016 Present
Think Tank Learning Millbrae CA 09/2016 09/2018
At Choice Property Management Llc San Francisco CA 09/2016 12/2021
Sharedworld Learning Center Cupertino CA 10/2018 01/2021
Kyros.aI Palo Alto CA 06/2022 Present
  • 03/2012 → Present
    World Financial Group, Inc.
    Burlingame, CA
  • 04/2013 → Present
    Transamerica Financial Advisors, Inc.
    Burlingame, CA
  • 10/2013 → 10/2021
    Ecopea Inc
    San Francisco, CA
  • 11/2013 → 09/2018
    Covered Ca
    Burlingame, CA
  • 12/2012 → 09/2018
    Blue Shield Of California
    San Francisco, CA
  • 08/2012 → 09/2018
    Healthnet
    Rancho Cordova, CA
  • 09/2012 → Present
    Heartland Insitute Of Financial Education
    Aurora, CO
  • 08/2016 → Present
    Ruan Legacy
    Burlingame, CA
  • 09/2016 → 09/2018
    Think Tank Learning
    Millbrae, CA
  • 09/2016 → 12/2021
    At Choice Property Management Llc
    San Francisco, CA
  • 10/2018 → 01/2021
    Sharedworld Learning Center
    Cupertino, CA
  • 06/2022 → Present
    Kyros.aI
    Palo Alto, CA
Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Kyros.ai / 0622-Present / Investment Related: No / Palo Alto, CA 94301 / College Success Advisor / Online College Advising / Hrs. Work Monthly: 15 / Sec Trading Hrs: 2 / My responsibility is to promote the AI college program to the high school students. This program will provide online guidance and support for college admission-related matter. HEARTLAND INSITUTE OF FINANCIAL EDUCATION; NOT INVESTMENT-RELATED; 2851 S. PARKER ROAD STE 110, AURORA CO 80014; HELPING FAMILIES AND THEIR CHILDREN TO APPLY FOR THE COLLEGE PLANNING PROGRAM; COLLEGE CONSULTANT; 9/6/12; 40 HRS/MONTH; EXPLAIN THE PROGRAM TO THE FAMILIES AND SIGN THEM UP IF THEY ARE INTERESTED Ruan Legacy/No/500 Airport Blvd, Suite 488/Burlingame/CA/94010/The purpose of this business is for leasing the office, collecting rents from agents and maintain the daily operation expenses for WFG Business/Secretary/08.01.2016/20/1/Maintain the daily operation.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-06
S63 Uniform Securities Agent State Law Examination 2013-04-22
  • S65 Uniform Investment Adviser Law Examination
    2015-04-06
  • S63 Uniform Securities Agent State Law Examination
    2013-04-22

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