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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 | 2026-03-30 |
| NJ | RA | APPROVED | 2026-03-30 |
| TX | RA | APPROVED_RES | 2024-10-23 |
Branch Locations
1460 North Lake Ave. Ste 104, Pasadena, CA 91104 • 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 |
|---|---|---|---|---|
| Wfg | Pasadena | CA | 06/2001 | Present |
| Encino Financial Partners | Encino | CA | 01/2010 | 12/2016 |
| Transamerica Financial Advisors | Pasadena | CA | 01/2012 | Present |
| Rotary International | Studio City | CA | 01/2010 | Present |
| Netlaw Inc. | Louisville | KY | 01/2019 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). ROTARY INTERNATIONAL Netlaw Inc. / 0119-Present / INVESTMENT RELATED: NO / 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243 /Referring Associate / Estate Planning / hrs work monthly: 1 / Sec trading hrs: 0 / Refer clients to website for estate planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-14 |
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