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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-06 |
| CA | RA | APPROVED | 2025-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Alviso | CA | 06/2017 | Present |
| Wfgia | Alviso | CA | 11/2016 | Present |
| Unemployed | San Pablo | 05/2015 | 11/2016 | |
| Motorola Solutions Inc. | Chicago | IL | 08/2021 | Present |
| Covered Ca | Sacramento | CA | 10/2019 | Present |
| National Association Of Social Security Analyst | Melville | NY | 09/2021 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC. NATIONAL ASSOCIATION OF SOCIAL SECURITY ANALYST|NIT INVESTMENT RELATED|68 SOUTH SERVICE RD. SUITE 100. MELVILE, NY 11747|SOCIAL SECURITY CONSULTS|REG. SOCIAL SECURITY ANALYST|09/24/21|30 HRS A MONTH|1 HR DURING SECURITIES TRADING|PROVIDE CONSULTAION TO CLIENTS ON HOW TO OPTIMIZE THEIR SOCIAL SECURITY BENEFITS. Covered CA / 1019-Present / Investment Related: No / 1601 Exposition Blvd. Sacramento, CA / Agent / Health Insurance Marketplace/ Hrs. Work Monthly: 3 / Sec Trading Hrs: 1 / Provide medical health insurance to clients. Motorola Solutions Inc.| NOT INVESTMENT RELATED | 500 W Monroe St, Chicago IL 60661 |Telecoms Equipment Comp. |Presale Engineer | START DATE: 8/7/2021| 160HR/MO-6HR DURING TRADING |As a presale engineer, I am tasked to come up with a technical design for the telecommunications requirement of various public safety organizations e.g. police, fire, sheriff's office.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-16 |
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