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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-11 |
Branch Locations
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
910 E. Hamilton Avenue Suite 150, Campbell, CA 95008 • United States
Livermore, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Alviso | CA | 05/2023 | 12/2023 |
| Wfgia | Alviso | CA | 10/2022 | 08/2025 |
| Allbizfranchise, Llc - Doing Business As Senior Care Authority | Livermore | CA | 05/2018 | 08/2023 |
| University Of California, San Francisco | San Francisco | CA | 03/2017 | 08/2017 |
| Allbizfranchise Llc | Livermore | CA | 04/2015 | 03/2025 |
| Alondra Home Care | Fremont | CA | 01/2022 | 07/2025 |
| Anodyne Hospice Care, Llc | Pleasanton | CA | 01/2023 | 07/2025 |
| Senior Living & Care Solutions | Livermore | CA | 07/2023 | 08/2025 |
| Franserve, Inc. | Upper Saddle River | NJ | 04/2015 | 02/2024 |
| Professional Fiduciary Association Of California | Aliso Viejo | CA | 01/2025 | 08/2025 |
| Guardian Life Insurance | Livermore | CA | 08/2025 | Present |
| Park Avenue Securities | Livermore | CA | 09/2025 | Present |
| Transamerica Financial Advisors, Llc | Alviso | CA | 01/2024 | 08/2025 |
Name: Outside insurance sales Start Date: 09/11/2025 Address: 6413 Almaden Way Livermore, CA 94551 10 total hours per month 10 during securities trading hours Investment related Less than 10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-22 |
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