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Long Beach, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-11 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Santa Fe Springs | CA | 08/2020 | 04/2024 |
| World Financial Group, Inc. | Santa Fe Springs | CA | 10/2013 | 04/2024 |
| Encompass More Asset Management Llc | Danville | CA | 04/2024 | 08/2024 |
| Muladhara Venture, Llc | Los Angeles | CA | 09/2017 | Present |
| Universal Wealth | Pasadena | CA | 08/2024 | Present |
| The Tax Council, Inc | Monterey Park | CA | 10/2017 | Present |
| Meridian Venture Partners, Inc | Long Beach | CA | 08/2024 | Present |
-09/2017: Muladhara Venture: Not Investment related; 928 S Broadway #551, Los Angeles Ca 90015; Real Estate flips, DBA ATM machine placement in stores, DBA Credit Card Processing systems at stores; Silent Partner, LLC Member; 33% Ownership; 2Hours a week. -01/2016: The Tax Council: Not Investment Related. 1100 Corporate Center Dr. #220, Monterey Park, Ca 91754. Accountant 20 Hours a week. 100% Owner of the company. -Insurance agent -Member of LLC related to real estate.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-29 |
| S65 | Uniform Investment Adviser Law Examination | 2020-07-09 |
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