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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 | 2025-01-01 |
| TX | RA | APPROVED_RES | 2023-10-19 |
Branch Locations
3550 Stevens Creek Blvd Suite 308, San Jose, CA 95117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | San Jose | CA | 06/2001 | Present |
| Kyparissioton Society Of America | Redwood | CA | 05/2009 | 04/2020 |
| Transamerica Financial Advisors, Inc | San Jose | CA | 01/2012 | Present |
| Wealthwave | San Jose | CA | 02/2015 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Wealthwave | 3550 Stevens Creek Blvd, San Jose CA 95117 | Marketing | WFGIA Co-Brand Company|2/18/2015 | not investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-06-23 |
| S65 | Uniform Investment Adviser Law Examination | 2005-12-16 |
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