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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 | 2019-06-06 |
Branch Locations
6700 Koll Center Pkwy Suite 160-P, Pleasanton, CA 94566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Pleasanton | CA | 11/2017 | Present |
| World Financial Group, Inc. | Pleasanton | CA | 09/2016 | Present |
| Magnussen Lexus | Fremont | CA | 10/2008 | 11/2017 |
| Matrix Insurance Agency | Fremont | CA | 01/2018 | Present |
| Dubin Toyota | Dublin | CA | 10/2019 | 08/2020 |
| Swickard Auto Group | Fremont | CA | 09/2020 | 10/2024 |
| Fremont Toyota | Fremont | CA | 11/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors Matrix Insurance Agency/Not Investment Related/1.09.18/Sub Agent/42840 Christy St, Suite 107, Fremont, Ca 94538/Group Health Insurance for Companies/Referral Business/Hours. Month: 5 FREMONT TOYOTA POSITION: sales manager NATURE: car sales dealer INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 5 START DATE: 11/18/2024 ADDRESS: 5851 cushing pkwy, fremont CA 95538, United States DESCRIPTION: managing staff, selling cars
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-30 |
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