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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-04-10 |
| CA | RA | APPROVED | 2013-11-18 |
Branch Locations
2107 N. First Street Suite 310, San Jose, CA 95131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Fremont | CA | 07/2013 | Present |
| Wfgia | Fremont | CA | 01/2013 | Present |
| Rental Properties | San Jose | CA | 04/2011 | Present |
| Veritasgenetics | Han Zhou | 01/2017 | 09/2017 | |
| Lily Fortune Club | San Ramon | CA | 01/2022 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Lily Fortune Club / 0122-Present/ Investment Related: No / 6650 Aberdale Cir. San Ramon, CA 94582 / CEO / Business Operation / Hrs. Work Monthly: 40 / Sec Trading Hrs: 1 / Manage my financial services business administration activities, business operation and accounting RENTAL PROPERTIES; YES INV RELATED; 04/01/2011; OWNER; 885-887 E JULIAN ST, SAN JOSE, CA 95112; RENTAL PROPERTIES AS PASSIVE INCOME; 5 HRS/MO; 0 TRADING; WE USE PROPER MANAGEMENT TO MANAGE THEM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-13 |
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