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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-25 |
| NJ | RA | APPROVED | 2020-11-30 |
| CA | RA | APPROVED | 2017-02-28 |
Branch Locations
515 Marin Street Suite 408, Thousand Oaks, CA 91360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Agoura Hills | CA | 11/2012 | Present |
| World Financial Group, Inc. | Agoura Hills | CA | 09/2012 | Present |
| United Airlines | Los Angeles | CA | 09/1989 | Present |
| Debtmerica | Santa Ana | CA | 10/2016 | 03/2022 |
| S&N Rental Property | Camarillo | CA | 06/2018 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc UNITED AIRLINES/INVESTMENT RELATED - NO/100 WORLD WAY LOS ANGELES CA 90045 310-342-8757/COMMERCIAL AIRLINE/CAPTAIN/09.1989/50/25/FLIGHT MANAGEMENT AND COCKPIT DUTIES FOR 757 AND 767 MISSIONS ACROSS THE COUNTRY#10;#10;. S&N RENTAL PROPERTY/ 062018-PRESENT / INVESTMENT RELATED: YES / 17133 VILLAGE 17, CAMARILLO, CA 93012 / RENTAL PROPERTY / MANAGER/ HRS WORK MONTHLY: 4 / SEC TRADING HRS: 0 / CALLS FOR REPAIRS, PAPERWORK, TAXES AND BOOK KEEPING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-10 |
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