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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 | APPROVED | 2025-03-12 |
Branch Locations
21221 S Western Ave Suite 110, Torrance, CA 90501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Torrance | CA | 03/2025 | Present |
| Wfgia | Torrance | CA | 02/2025 | Present |
| Chasing Value Asset Management | Santa Monica | CA | 05/2016 | 05/2018 |
| Mcmaster-Carr | Los Angeles | CA | 05/2018 | 10/2018 |
| Prime Opportunities Investment Group | Los Angeles | CA | 01/2019 | 07/2021 |
| Self | Los Angeles | CA | 08/2021 | 06/2022 |
| Nhn Global | Los Angeles | CA | 04/2022 | 06/2022 |
| King David Capital | Los Angeles | CA | 07/2022 | 12/2023 |
| Uptime | Los Angeles | CA | 03/2023 | 12/2024 |
| Mercor | San Francisco | CA | 01/2026 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. MERCOR POSITION: Contractor NATURE: Technology INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 01/19/2026 ADDRESS: 181 Fremont St, 33rd floor, San Francisco CA 94105, United States DESCRIPTION: Reviewing and engaging with AI outputs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-25 |
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