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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-12-12 |
| NJ | RA | APPROVED | 2020-08-11 |
| TX | RA | APPROVED_RES | 2018-05-20 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
3350 E. Birch Street Suite 208-A, Brea, CA 92821 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Brea | CA | 08/2007 | Present |
| Twin Star Group , Llc | Brea | CA | 01/2007 | Present |
| Debtmerica Relief | Santa Ana | CA | 07/2008 | 02/2023 |
| Transamerica Financial Advisors, Inc | Brea | CA | 01/2012 | Present |
| Ricoh Usa | Irvine | CA | 01/2012 | 06/2017 |
| Freedom In Christ Church | Laguna Hills | CA | 12/2014 | 09/2019 |
| Changed Church | Corona | CA | 11/2015 | Present |
| Paul Mcdonald Big Band | Santa Monica | CA | 08/2017 | Present |
| Prejem Real Estate | Carson | CA | 05/2005 | Present |
| Lspn Pro Llc | Lindon | UT | 04/2024 | 11/2025 |
| Integrity Trade Solutions Llc | Corona | CA | 04/2024 | Present |
| Blessed Integrity Group Holdings, Llc | Cheyenne | WY | 05/2024 | Present |
| Big Property Ventures, Llc | Houston | TX | 05/2024 | Present |
"Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC." PreJem Real Estate / 0505-Present/ Investment Related: No / 319 Center view Dr. Carson, CA 90746 / Treasurer / Real Estate Properties/ Hrs Work Monthly: 0.5 / Sec Trading Hrs: 0 / Make sure mortgage is paid, property is maintained property managers are paid & rents are paid. Paul McDonald Big Band / 0817-Present/ Investment Related: No/ Santa Monica, CA 12345 / Background Singer / Music /Hrs Work Monthly: 5 / Sec Trading Hrs: 0 / Rehearse for show TWIN STAR GROUP, LLC / 0907-Present / Investment Related: No / 1265 Corona Pointe Ct. Suite 115-13D Corona, CA 92879 / Account Executive / The company provides mortgage loans to people seeking to have a mortgage for the purpose of purchasing a real estate property. Also deal in refinancing existing mortgages, but not modifications. they provide access to loans through various banks for purpose of securing moneys to purchase real estate./ Hrs Work Monthly: 0/ Sec Trading Hrs: 0 / If a person is looking for mortgage assistance, I take down information in a questionnaire, and hand the business over for finding the proper loan for a mortgage. Now they would sign an disclaimer form to disclose the separation of the OBA and TFA Debtmerica Relief / 0708-Present / Investment-Related: No / 3100 South Harbor Santa Ana, CA 92704/ Independent referring agent / Debt Negotiation / Hrs Work Monthly: 1/ Sec Trading Hrs: 0/ Market Debt Relief to clients as suitable to their needs/situation CHANGED CHURCH/NO/420 N. MCKINLEY STREET, 111-331, CORONA, CA, 92879/I LEAD WORSHIP SONGS DURING THE SUNDAY SERVICES AND THURSDAY REHEARSALS./MUSIC MINISTRY DIRECTOR/11.01.2015/5/0/SING, SELECT SONGS, LEAD PRAISE TEAM IN SONG. SCHEDULE APPOINTMENTS ESTATE PLANNING SERVICES, OTHER LEGAL SERVICES, NOTARY SERVICES, AND DEED/TITLE SERVICES 1 hours during trading Referral Partner 04/01/2024 INTEGRITY TRADE SOLUTIONS LLC POSITION: Manager NATURE: Stock Trading INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 04/04/2024 ADDRESS: 22258 Safe Harbor Ct, Corona CA 92883, United States DESCRIPTION: Personal Stock Trading BLESSED INTEGRITY GROUP HOLDINGS, LLC POSITION: Manager NATURE: Real Estate Purchase/Sales/Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 05/03/2024 ADDRESS: 1718 Capitol Ave, Cheyenne WY 82001, United States DESCRIPTION: Evaluate validity of real estate purchase/sell/rental, etc BIG PROPERTY VENTURES, LLC POSITION: Manager NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 05/04/2024 ADDRESS: 440 Louisiana, Suite 952, Houston TX 77002, United States DESCRIPTION: evaluate purchase/sale of real estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-16 |
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