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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 | 2012-09-11 |
Branch Locations
5900 Canoga Ave Suite 250, Woodland Hills, CA 91367 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Medi Claim Inc | Woodland Hills | CA | 08/1991 | Present |
| Wfgia | Woodland Hills | CA | 06/2001 | Present |
| Woodland Hills Financial Center, Llc | Woodland Hills | CA | 01/2009 | Present |
| Transamerica Financial Advisors, Llc | Woodland Hills | CA | 01/2012 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). WOODLAND HILLS FINANCIAL CENTER, LLC/ 0109-Present / Investment Related: No / WOODLAND HILLS, CA / PRESIDENT / Nature of Business/ Hrs. Work Monthly: NA / Sec Trading Hrs.: /NA MEDI CLAIM INC /0109-Present / Investment Related: No / WOODLAND HILLS, CA / PRESIDENT / Claims/ Hrs. Work Monthly: NA / Sec Trading Hrs.: /NA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-22 |
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