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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 |
| NJ | RA | APPROVED | 2012-01-06 |
Branch Locations
1 Technology Drive Suite J709, Irvine, CA 92618 • 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 |
|---|---|---|---|---|
| Wfgia | Laguna Hills | CA | 01/2007 | Present |
| Transamerica Financial Advisors | Laguna Hills | CA | 01/2012 | Present |
| Rental Property | San Diego | CA | 05/2012 | Present |
| Jql Financial Llc | Irvine | CA | 04/2017 | 12/2021 |
| Primary House | Irvine | CA | 02/2020 | 02/2021 |
| Evolve Space Llc | Irvine | CA | 07/2020 | Present |
| Rental Property | Laguna Woods | CA | 01/2022 | Present |
| Kyros.aI | Palo Alto | CA | 03/2023 | Present |
| Rental Property | Irvine | CA | 09/2024 | 04/2025 |
| Universal Philosophy Corp | Sheridan | WY | 05/2020 | Present |
?Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Rental Property / 0122-Present / Investment Related: No / 2199 VIA Mariposa E, Unit P Laguna Woods, CA 92637 / Homeowner / No Business Owner / Hrs. Work Monthly: 0 / Sec Trading Hrs: 0 / Pay Property tax and HOA fee Evolve Space LLC / 0720-Present/ 115 Bumblebee Irvine, CA 92618 / Manager / Pass-Through Enity / Hrs Work Monthly: 2 / Sec Trading Hrs: 0 / Review tax returns RENTAL PROPERTY; NOT INV RELATED; OWNER; 14672 VIA FIESTA, UNIT 1, SAN DIEGO, CA 92127; 1 HR/MO; O TRADING; COLLECT RENT. KYROS.AI POSITION: Referral only NATURE: College prep counseling INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: 622 Loma Verde Avenue, Palo Alto CA 94306, United States DESCRIPTION: When there are clients who need to find college application data, financial aid/scholarship programs or college counselor, I can refer them to kyros.ai online programs, very similar to other WFG direct services. UNIVERSAL PHILOSOPHY CORP POSITION: Manager NATURE: pass-through entity INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/31/2020 ADDRESS: 30 N Gould St, Ste R, Sheridan WY 82801, United States DESCRIPTION: manage business cost, annual tax return
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-11 |
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