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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 | 2024-03-23 |
| NC | RA | APPROVED | 2024-02-13 |
| 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 |
|---|---|---|---|---|
| Wfgia | San Jose | CA | 03/2006 | Present |
| Transamerica Financial Advisors, Inc | San Jose | CA | 01/2012 | Present |
| Microchip (Name Change From Micrel) | San Jose | CA | 08/2015 | 04/2017 |
| Netlaw | Louisville | KY | 03/2019 | 09/2024 |
| Wealthwave | San Jose | CA | 02/2015 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc WealthWaveSan JoseCaliforniaUnited StatesNoNone 02/2015PRESENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-30 |
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