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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 | 2012-01-06 |
Branch Locations
1835 W. Orangewood Ave. Suite 302, Orange, CA 92868 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Orange | CA | 02/2011 | Present |
| Anthem Blue Cross | Oxnard | CA | 08/2011 | 10/2020 |
| Transamerica Financial Advisors, Llc | Orange | CA | 01/2012 | Present |
| Tower Systems, Inc. | Tustin | CA | 05/2013 | Present |
| Nessie Media Group | Tustin | CA | 11/2014 | Present |
| Health Insurance Services | Costa Mesa | CA | 02/2018 | 10/2020 |
| Enlace Digital Media | Tustin | CA | 05/2018 | Present |
"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." TOWER SYSTEMS, INC., NON-INVESTMENT RELATED,17461 IRVINE BLVD, TUSTIN, CA 92780, PROPRIETARY MEDICAL SOFTWARE, TECHNICAL SUPPORT, START, 5/2013, 100 HRS/MO, SUPPORT TOWER SYSTEMS, INC'S. CLINICS THAT USE THEIR PROPRIETARY MEDICAL SOFTWARE.. NESSIE MEDIA GROUP; NOT INVESTMENT RELATED; 17461 IRVINE BLVD. SUITE N, TUSTIN CA 92780; GETTING CLIENTS, WEBSITE POSTINGS FOR FACEBOOK POSTINGS FOR THIS COMPANY; ACCOUNT MANAGER OF SOCIAL MEDIA; 11/2014; 40-60 HRS/MONTH; POSTING ON INSTAGRAM, LINKEDIN, GOOGLE PLUS, AND FACEBOOK, EMAIL MARKETING MATERIALS TO CLIENTS ENLACE DIGITAL MEDIA / 052018-PRESENT / INVESTMENT RELATED: NO / 17461 IRVINE BLVD. SUITE Y TUSTIN, CA 92780 /OWNER /ONLINE DIGITAL MARKETING COMPANY. PROVIDE SERVICE FOR WEBSITE DESIGN, SOCIAL MEDIA AND REPUTATION MANAGEMENT. / HRS. WORK MONTHLY: 25 / SEC TRADING HRS: 0 / MEET WITH CLIENTS TO DEVELOP AND IMPLEMENT A DIGITAL MARKETING STRATEGY TO REACH AND ENGAGE THEIR CLIENTS THROUGH WEBSITE DEVELOPMENT SOCIAL MEDIA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-03 |
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