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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-17 |
Branch Locations
12671 High Bluff Drive Suite 200, San Diego, CA 92130 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Flushing | NY | 02/2025 | 04/2026 |
| World Financial Group, Inc. | Flushing | NY | 09/2024 | 02/2025 |
| Worldquant, Llc | Old Greenwich | CT | 10/2013 | 07/2025 |
| Luminpath Planning | Scarsdale | NY | 07/2025 | Present |
| Independent Financial Group, Llc | New York | NY | 04/2026 | Present |
LUMINPATH PLANNING POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2025 ADDRESS: 45 Hamilton Road, Scarsdale NY 10583, United States DESCRIPTION: DBA Name for marketing purposes only
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-25 |
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