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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 | 2021-12-21 |
Branch Locations
1 Technology Drive Suite J709, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Laguna Hills | CA | 12/2016 | Present |
| World Financial Group, Inc. | Laguna Hills | CA | 10/2013 | Present |
| Cymer Llc | San Diego | CA | 06/2014 | 01/2018 |
| Asml | San Diego | CA | 06/2014 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). ASML/ 0614-Present / investment-related business: No / 17075 Thornmint Ct San Diego,CA 92128 / PLM Planner / Tax Preparation; etc Semiconductor Manufacturing Company/ Hrs Work Monthly: 160 / Sec Trading Hrs: 5 / Material management. Order the right materials at the right time with right quantity to support production.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-01-14 |
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