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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2018-09-04 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
"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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-04 |
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