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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 | 2025-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grace Mission University | Fullerton | CA | 09/2014 | 01/2026 |
| Transamerica Financial Advisors | Las Vegas | NV | 09/2025 | Present |
| Wfgia | Las Vegas | NV | 05/2025 | Present |
| Grace Mission University | Fullerton | CA | 08/2014 | 01/2026 |
| Fairway Consulting, Llc | Beaumont | CA | 10/2025 | 01/2026 |
| Grace Mission University | Fullerton | CA | 08/2014 | Present |
| Youshin | Fullerton | CA | 01/2024 | 03/2026 |
| Irvine Asian American Senior Association | Irvine | CA | 06/2025 | 03/2026 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. GRACE MISSION UNIVERSITY POSITION: Adjunct Professor, Consultant NATURE: Education INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2014 ADDRESS: 1645 W. Valencia Dr., Fullerton CA 92833, United States DESCRIPTION: I serve as a part-time adjunct instructor with Grace Mission University, providing independent study instruction, academic mentoring, and evaluation of student coursework.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-24 |
| S65 | Uniform Investment Adviser Law Examination | 2025-06-12 |
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