Best Investors Account Sign in

Princess Gertrude Baylosis Quianzon

Transamerica Financial Advisors, LLC

Pleasanton, CA

CRD 6408135

Claim This Profile
Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

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 2024-07-03
CA RA APPROVED 2015-01-17
  • TX RA
    APPROVED_RES
    Since 2024-07-03
  • CA RA
    APPROVED
    Since 2015-01-17

Branch Locations

6700 Koll Center Pkwy Suite 160-P, Pleasanton, CA 94566 • 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
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
  • 10/2014 → Present
    Transamerica Financial Advisors, Inc
    San Francisco, CA
  • 06/2013 → Present
    World Financial Group, Inc.
    San Francisco, CA
  • 09/2012 → 03/2019
    Regional Medical Center Of San Jose
    San Jose, CA
  • 07/2013 → 11/2022
    Eden Villa
    Castro Valley, CA
  • 08/2018 → 11/2022
    Kairos Homecare
    Fremont, CA
  • 03/2019 → 11/2023
    Washington Hospital Healthcare System
    Fremont, CA
  • 08/2021 → Present
    Kaiser Permanente- San Leandro Medical Center
    San Leandro, CA
  • 12/2022 → Present
    Kaiser Permanente Modesto
    Modesto, CA
Other Businesses

"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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-16
S63 Uniform Securities Agent State Law Examination 2014-11-19
  • S65 Uniform Investment Adviser Law Examination
    2015-01-16
  • S63 Uniform Securities Agent State Law Examination
    2014-11-19
Other Names
  • Princess Baylosis

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Pleasanton, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor