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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-11 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
550 E. Carson Plaza Drive Suite 127, Carson, CA 90746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freedom Equity | Carson | CA | 03/1999 | Present |
| World Financial Group, Inc. | Carson | CA | 06/2001 | Present |
| Transamerica Financial Advisors, Inc | Carson | CA | 01/2012 | Present |
| Stephanie Hicks | Carson | CA | 03/1989 | Present |
| Advantage Legacy Corporation | Carson | CA | 02/2015 | Present |
| Covered California (California Health Benefit Exchange) | Sacramento | CA | 01/2013 | Present |
| Dickerson Insurance Agency | Los Angeles | CA | 07/2019 | Present |
| Enrollment First Inc. | Knoxville, | TN | 11/2021 | Present |
| Impacted Healing | Lakewood | CA | 02/2022 | 02/2022 |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Enrollment First Inc./ 1121-Present / Investment Related: Yes / 6712 Deane Hill Dr. Knoxville, TN 37919 / Independent Contractor/ Health -Life Insurance / Hrs. Work Monthly: 1 / Sec Trading Hrs: 0 / None to date, however will simply use the company to provide guaranteed issue whole life products to clients under age 50 Covered California(California Health Benefit Exchange)/ 0113-Present/ Investment-Related: No / 1601 Exposition Blvd. / SACRAMENTO, CA 95815 / Covered Calif Agent/ Provide Health Benefit Coverage Thru Covered California / Hrs Work Monthly: 4 / Sec Trading Hrs: 0 /Provide Quotes For Those In Need Of Health Insurance. Stephanie Hicks/Yes/1265 E. 223rd Street/Carson/CA/90745/Rental of real estate owned/Owner/03.01.1989/1/0/None Freedom Equity/No/550 East Carson Ave., Suite #127/Carson/California/90746/It is a real estate company. The company buys and sells real estate and do real estate loans/I am the owner of the real estate company/10.17.2011/160/0/I do real estate business buy and sell real estate and do real estate loans. ADVANTAGE LEGACY CORPORATION/NO/ADVANTAGE LEGACY, 1265 E. 223RD STREET, CARSON, CA, 90745/JUST FOR ACCOUNTING PURPOSES OF WFG INCOME/EXPENSES/PRESIDENT/02.02.2015/1/0/NONE Dickerson Insurance Agency / 0719-Present/ Investment Related: No /1918 Riverside Drive, Los Angeles, CA 90039 / Insurance Agent/ Offer Medicare services to seniors/ Hrs Work Monthly: 28 / Sec Trading Hrs: 0 / None yet but intend to contact seniors to offer Medicare during open enrollment period
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-14 |
| S65 | Uniform Investment Adviser Law Examination | 2010-11-20 |
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