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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 | 2025-01-02 |
| DC | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED_RES | 2024-07-08 |
| NC | RA | APPROVED | 2023-01-09 |
Branch Locations
21221 S Western Ave Suite 110, Torrance, CA 90501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Torrance | CA | 06/2001 | Present |
| Transamerica Financial Advisors, Inc | Torrance | CA | 01/2012 | Present |
| Debtmerica | Santa Ana | CA | 08/2012 | 09/2022 |
| Craig-Ellison Llc | Los Angeles | CA | 10/2004 | Present |
| K & N Cannon | Torrance | CA | 11/2016 | Present |
| Netlaw Inc. | Louisville | KY | 04/2019 | Present |
| Synergy Financial | Torrance | CA | 10/2016 | Present |
| Black Excellence Leadership Council, Spc | Culver City | CA | 11/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Synergy FinancialTorranceCaliforniaUnited StatesYesNA 10/2016PRESENT CRAIG-ELLISON LLC; 10/01/2004; 7806 HINDRY AVE, LOS ANGELES, CA 90045; PARTNER; YES RELATED; MY FATHER PASSED, ASSETS WITHIN THIS OBA ARE THE REMAINS OF HIS ESTATE; 0 HRS/MO; 0 TRADING; NO DUTIES - I COLLECT THE INCOME FROM MY FATHERS PRIOR TRUST. Netlaw / Investment related: NO / 12910 Shelbyville Rd. Suite 124 Louisville KY 40243 / this company offers Living Trusts and Will Title / Independent Associate / 04/22/2019 / hours per month 1 / Hours during Securities Trading 0 / refer clients to the website K & N CANNON/NO/21151 S. WESTERN AVE, SUITE 165, TORRANCE, CA 90501/NO TYPE OF BUSINESS. JUST FOR BUSINESS TAX PURPOSES/DIRECTOR/11.04.2016/0/0/NONE. BLACK EXCELLENCE LEADERSHIP COUNCIL, SPC POSITION: Board Member, Treasurer NATURE: The organization is internal council brought together to provide overlapping leadership and training for the agents inside WFG. All agents are invited to participate in training, and recognition and events. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 11/30/2023 ADDRESS: 400 Corporate Pointe, Suite 300, Culver City CA 90230, United States DESCRIPTION: I oversee the organization and details of putting together our internal WFG agent only training events either in person or on zoom.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-19 |
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