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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-18 |
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, Inc | San Jose | CA | 11/2021 | Present |
| World Financial Group, Inc. | San Jose | CA | 03/2014 | Present |
| Zj Future Us | Santa Clara | CA | 08/2016 | 01/2018 |
| Hangzhou Arc-Data Tech., Ltd | Hangzhou | 01/2020 | Present | |
| Jiaxing Xintu Shuju Keji, Ltd., | Jiaxing | 04/2018 | Present | |
| Lawfin Consulting Llc | Campbell | CA | 07/2018 | 05/2021 |
| National Arc Research Lab Llc | Sheridan | WY | 05/2020 | 06/2021 |
| Sv New Venture Llc | Laguna Beach | CA | 08/2020 | 07/2021 |
| Zhejiang Haibang Venture Management Co., | Hangzhou | 02/2018 | 06/2021 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc HANGZHOU ARC-DATA TECH., LTD/Investment Related - No/1 lvding Rd., Room 1-6-A607; Hangzhou; Zhejiang; China;Phone: 15158129293/The company will integrate anti-arc chip into current circuit system, and use data analysis and cloud system to improve the accuracy for preventing any arc fault caused fire./CTO/01.2020/1/0/build cloud computing algorithm and data analysis platform JIAXING XINTU SHUJU KEJI, LTD.,/Investment Related - No/155 Chaoyang Rd, #120, Xincan Zhen, Jiaxing City, Zhejiang, 314205,China; phone: 13588212706/image process with ocr technology and data analysis/CTO/04.2018/1/0/data analysis algorithm optimization
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-31 |
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