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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 | 2021-03-08 |
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 | Pleasanton | CA | 01/2018 | Present |
| World Financial Group, Inc. | Pleasanton | CA | 09/2017 | Present |
| Provident Credit Union | Millbrae | CA | 11/2016 | 10/2017 |
| Unemployed | Foster City | CA | 06/2016 | 10/2016 |
| Chinese Historical And Cultural Project | San Jose | CA | 10/2011 | Present |
| Anchor Media Studios | Burbank | CA | 07/2022 | Present |
| Lenovo 2026 Sphere Fifa Shoot | Morrisville | NC | 01/2026 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. CHINESE HISTORICAL AND CULTURAL PROJECT/Investment Related - No/P.O. Box 5366, San Jose, CA 95150-5366/Promotes, educates, and preserves Chinese and Chinese American history and culture in the Santa Clara County./Board Member/11.2011/2/0/Vote on matters affecting CHCP. ANCHOR MEDIA STUDIOS movie extra NATURE: Film Production Company INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2022 ADDRESS: 303 N. Glenoaks Blvd, Ste 200, Burbank CA 91502, United States DESCRIPTION: I am only appearing in different background scenes as an unpaid nonspeaking film extra. LENOVO 2026 SPHERE FIFA SHOOT POSITION: Background extra in Sphere FIFA Shoot NATURE: Lenovo manufactures desktop computers, laptops, tablet computers, smartphones, workstations, servers, supercomputers, data storage devices, IT management software, and smart televisions INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2026 ADDRESS: 8001 Development Drive, Morrisville NC 27560, United States DESCRIPTION: My participation will only be appearing the background of a film shoot. This is a non-speaking role. Filming will only be held during the hours of 4:00 pm-10:00 pm Monday January 5 and Tuesday January 6, 2026.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-22 |
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