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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2018-09-04
CA RA APPROVED 2012-01-06
  • OR RA
    APPROVED
    Since 2018-09-04
  • CA RA
    APPROVED
    Since 2012-01-06

Branch Locations

7421 Sw Bridgeport Rd, Portland, OR 97224 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zein Insurance Woodland Hills CA 03/2007 07/2018
Trisha Dunn, Soprano Los Angeles CA 09/1993 Present
World Financial Group Portland OR 10/2006 Present
Fiori Di Cuore Los Angeles CA 05/2008 Present
Trisha Dunn Los Angeles CA 11/2009 07/2018
Transamerica Financial Advisors, Inc Portland OR 01/2012 Present
Debtmerica, Llc Santa Ana CA 08/2011 02/2023
Letip International,Inc Mesa AZ 06/2016 07/2018
Rescue One Financial Irvine CA 02/2017 07/2018
Fidelity Debt Reserve, Llc Ft. Lauderdale FL 06/2017 10/2017
Student Debt Doctor, Llc Ft. Lauderdale FL 06/2017 10/2017
  • 03/2007 → 07/2018
    Zein Insurance
    Woodland Hills, CA
  • 09/1993 → Present
    Trisha Dunn, Soprano
    Los Angeles, CA
  • 10/2006 → Present
    World Financial Group
    Portland, OR
  • 05/2008 → Present
    Fiori Di Cuore
    Los Angeles, CA
  • 11/2009 → 07/2018
    Trisha Dunn
    Los Angeles, CA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Portland, OR
  • 08/2011 → 02/2023
    Debtmerica, Llc
    Santa Ana, CA
  • 06/2016 → 07/2018
    Letip International,Inc
    Mesa, AZ
  • 02/2017 → 07/2018
    Rescue One Financial
    Irvine, CA
  • 06/2017 → 10/2017
    Fidelity Debt Reserve, Llc
    Ft. Lauderdale, FL
  • 06/2017 → 10/2017
    Student Debt Doctor, Llc
    Ft. Lauderdale, FL
Previous Registrations
  • 2008-11-05 → 2012-01-06
    Investment Advisors International, Inc.
    Woodland Hills, CA
Other Businesses

"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Fiori di Cuore /0508-Present/ Investment Related: No / Los Angeles CA / Owner/Floral Arrangements/ Hrs Work Monthly: 3%/ Sec Trading Hrs: 2%/Owner of a floral arrangement operation. Custom creations by appointment only. Workout of my home. Trisha Dunn, Soprano/0993-Present/ Investment Related: No/ Los Angeles CA/Classical Singer/Performance of vocal music/ Hrs Work Monthly: 5/ Sec Trading Hrs: 2/I preform at civic and private functions and present personal recitals bi-annually Trisha Dunn/1109-Present/ Investment Related: No/3427 Greensward Road, Los Angeles, CA 90039/Homeowner/Rental of guest house on personal property / Hrs Work Monthly: 0/ Sec Trading Hrs: 0/Collect rent and upkeep of property.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-13
S63 Uniform Securities Agent State Law Examination 2007-09-04
  • S65 Uniform Investment Adviser Law Examination
    2008-05-13
  • S63 Uniform Securities Agent State Law Examination
    2007-09-04
Other Names
  • P.J. Dunn
  • Trisha Dunn
  • Patricia Dunn

View on SEC IAPD

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