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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 | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | San Diego | CA | 08/2019 | Present |
| World Financial Group, Inc. | San Diego | CA | 04/2017 | Present |
| Realty One Group San Diego | San Diego | CA | 12/2017 | 01/2020 |
| Keller Williams Realty | San Diego | CA | 07/2011 | 12/2017 |
| Big Block Realty | San Diego | CA | 01/2020 | Present |
| Net Law Group Inc. | Louisville | KY | 10/2021 | Present |
| Lspn Pro Llc | Lindon | UT | 07/2023 | Present |
| Real Broker | New York | NY | 08/2023 | Present |
| Hkt Cal Inc | San Diego | CA | 12/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. 07/2023PRESENTLSPN PRO LLCLINDONUtahUnited StatesNoN/A Net Law Group Inc. / 1021-Present / Investment Related: No / 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243/NA/ Online Estate Planning / Hrs. Work Monthly: 5. / Sec Trading Hrs: 1. / Referring client BIG BLOCK REALTY / emp dates: 0120 TO PRESENT/ INVESTMENT RELATED: NO /address: 2820 CAMINO DEL RIO S 314 SAN DIEGO, CA 92108/ position: REALTOR / nature of business: REAL ESTATE SALES /hrs work monthly: 30/Sec trading hrs: 1/ duties: WORKING WITH BUYERS AND SELLERS, HELPING THEM BUY OR SELL REAL ESTATE REAL BROKER POSITION: Realtor NATURE: Real Estate Sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/03/2023 ADDRESS: 27 West 24th St, Ste 407, New York NY 10010, United States DESCRIPTION: Assisting buyers and sellers in listing and purchasing of residential property HKT CAL INC POSITION: Real Estate Salesperson NATURE: Real Estate Sales INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 1 START DATE: 12/05/2025 ADDRESS: 12750 HIGH BLUFF DR STE 300, San Diego CA 92130, United States DESCRIPTION: Working with buyers and sellers towards the purchase or sale of their home
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-10 |
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