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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-06
CA RA APPROVED 2025-08-01
  • TX RA
    APPROVED
    Since 2026-08-06
  • CA RA
    APPROVED
    Since 2025-08-01

Branch Locations

2099 Gold Street, Alviso, CA 95002-2028 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2017 → Present
    Transamerica Financial Advisors, Inc
    Alviso, CA
  • 11/2016 → Present
    Wfgia
    Alviso, CA
  • 05/2015 → 11/2016
    Unemployed
    San Pablo
  • 08/2021 → Present
    Motorola Solutions Inc.
    Chicago, IL
  • 10/2019 → Present
    Covered Ca
    Sacramento, CA
  • 09/2021 → Present
    National Association Of Social Security Analyst
    Melville, NY
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-01
S63 Uniform Securities Agent State Law Examination 2019-02-16
  • S65 Uniform Investment Adviser Law Examination
    2025-08-01
  • S63 Uniform Securities Agent State Law Examination
    2019-02-16

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