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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 | 2021-06-08 |
Branch Locations
390 Bridge Pkwy.,#250, Redwood City, CA 94065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | San Francisco | CA | 06/2014 | Present |
| World Financial Group, Inc. | San Francisco | CA | 03/2013 | Present |
| Kaiser Permanente | Pleasanton | CA | 01/2002 | 05/2022 |
| Genesis 5020 Property Llc | Pleasanton | CA | 02/2022 | Present |
| Blue Oaks Church | Pleasanton | CA | 03/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Genesis 5020 Property LLC/ 0222-Present / Investment Related: Yes / 2723 Lotus Street Pleasanton, CA 94588 / Single Member/ Collect Monthly Rent / Hrs. Work Monthly: 1 / Sec Trading Hrs: 0 / I will be single member and each month collect rent. BLUE OAKS CHURCH POSITION: Board secretary NATURE: Religious teaching/meeting INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 7139 Koll Center Parkway, Pleasanton CA 94588, United States DESCRIPTION: I take minutes and record decisions made by the board.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-18 |
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