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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 | 2026-08-17 |
Branch Locations
1810 Gateway Dr Suite 238, San Mateo, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | San Mateo | CA | 05/2016 | Present |
| Wfgia | San Mateo | CA | 03/2013 | Present |
| California Public Utilities Commission | San Francisco | CA | 08/2007 | Present |
| Yanna Chen | San Francisco | CA | 10/2013 | Present |
| Yan Na Chen | Hercules | CA | 08/2018 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). YAN NA CHEN; HERCULES, CA; NOT INVESTMENT RELATED; 08/2018 TO PRESENT; OWNER INVESTMENT PROPERTY; KEEP CONTACT WITH THE PROPERTY MANAGER TO SEE IF THERE ARE ISSUES WITH TENANT. CALIFORNIA PUBLIC UTILITIES COMMISSION/Investment Related - No/505 Van Ness Ave. San Francisco, CA 94102 415-355-5587/government entity/accounting officer/08.2007/168/0/bookkeeping YANNA CHEN/NOT INVESTMENT RELATED/10.1.2013/SELF/201 MOSCOW STREET, SAN FRANCISCO, CA 94112/HEALTH INSURANCE BROKER/HELP CLIENT UNDERSTAND THEIR HEALTH INSURANCE PLAN AND APPLY FOR THE PLAN THAT BEST FITS THEM./HOURS.MONTH: 20/HOURS DURING SECURITIES TRADING HOURS: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-19 |
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