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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-08-17 |
| CA | RA | APPROVED | 2025-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coldwell Banker Residential | Calabasas | CA | 07/2014 | 04/2020 |
| Compass | Pasadena | CA | 04/2020 | 02/2023 |
| Keller Williams Vip Properties | Valencia | CA | 02/2023 | 03/2025 |
| Dream Team Real Estate Consultants | Valencia | CA | 03/2025 | Present |
| Wfgia | Las Vegas | NV | 06/2025 | Present |
| Transamerica Financial Advisors | Las Vegas | NV | 08/2025 | Present |
| Inheritguard, Llc | Sheridan | WY | 10/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Dream Team Real Estate Consultants Inc Investment Related - No 13412 Ventura Blvd. STE 350 Sherman Oaks CA 91423 real estate agent realtor 03/2025 40hrs 8hrs help clients buy and sell real estate properties INHERITGUARD, LLC POSITION: Referral Associate NATURE: providing bundled professional services with emphasis on estate planning services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2025 ADDRESS: 30 N Gould Street, STE 41954, Sheridan WY 82801, United States DESCRIPTION: client communications, follow up with client issues, providing education on estate planning issues, schedule appointments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-28 |
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