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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 | 2017-11-01 |
Branch Locations
867 American Street Suite 200, San Carlos, CA 94070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Burlingame | CA | 03/2017 | Present |
| World Financial Group, Inc. | Burlingame | CA | 12/2016 | Present |
| Servicemax, Inc | Pleasanton | CA | 07/2014 | 11/2017 |
| General Electric | Pleasanton | CA | 11/2017 | 06/2019 |
| Servicemax, Inc | Pleasanton | CA | 07/2014 | 11/2017 |
| Servicemax, Inc | Pleasanton | CA | 02/2019 | 01/2020 |
| Oracle Corporation | Pleasanton | CA | 02/2021 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Oracle Corporation/no/5805 Owens Dr. Pleasanton,CA 94588/Sr. Principal Developer/ 2/15/2021 / 40/0/ computer software developement
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-20 |
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