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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-22 |
| NJ | RA | APPROVED | 2025-06-27 |
| CA | RA | APPROVED | 2015-04-16 |
Branch Locations
1810 Gateway Dr Suite 238, San Mateo, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-22 |
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