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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 | 2024-07-03 |
| CA | RA | APPROVED | 2015-01-17 |
Branch Locations
6700 Koll Center Pkwy Suite 160-P, Pleasanton, CA 94566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | San Francisco | CA | 10/2014 | Present |
| World Financial Group, Inc. | San Francisco | CA | 06/2013 | Present |
| Regional Medical Center Of San Jose | San Jose | CA | 09/2012 | 03/2019 |
| Eden Villa | Castro Valley | CA | 07/2013 | 11/2022 |
| Kairos Homecare | Fremont | CA | 08/2018 | 11/2022 |
| Washington Hospital Healthcare System | Fremont | CA | 03/2019 | 11/2023 |
| Kaiser Permanente- San Leandro Medical Center | San Leandro | CA | 08/2021 | Present |
| Kaiser Permanente Modesto | Modesto | CA | 12/2022 | Present |
"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Kaiser Permanente- San Leandro Medical Center Investment Related No | Registered Nurse | 08/2021 | San Leandro CA Kaiser Permanente Modesto | Investment Related No | Registered Nurse | Provide care to patients who have a cardiac condition who might need surgery or medical management | 24 hrs per mo | during trading hours 0 | Health care | 4601 Dale Rd Modesto CA 95356 2097355000 |https://healthy.kaiserpermanente.org/northern-california/facilities/modesto-medical-center-and-medic aloffices-100301
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-19 |
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