Herbert Tracy Quick

Current Employers

Employment History

• 01/2015 → Present
  Transamerica Financial Advisors, Inc
  Woodland Hills, CA
• 11/2014 → Present
  World Financial Group, Inc.
  Woodland Hills, CA
• 11/2014 → Present
  Self-Employed
  Lawndale, CA
• 01/2017 → Present
  Equity Smart Home Loans, Inc
  South Pasadena, CA
• 02/2017 → 03/2022
  Debtmerica, Llc
  Santa Ana, CA
• 02/2018 → 07/2025
  Uber Technologies Inc
  San Francisco, CA
• 02/2018 → Present
  Zein Insurance, Inc
  Woodland Hills, CA
• 03/2018 → 07/2025
  Lendus, Llc Dba Rpm Mortgage
  Almo, CA
• 06/2020 → 07/2022
  Student Optimum Services
  Glendale, CA
• 07/2021 → 11/2025
  Impression Campaigns
  Lakewood, CO
• 11/2022 → 10/2024
  Durham School Services / National Express, Llc
  Lisle, IL
• 01/2026 → Present
  Inheritguard, Llc
  Sheridan, WY
• 08/2002 → Present
  Self-Employed
  Moorpark, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. SELF-EMPLOYED/INVESTMENT RELATED - NO/92 Maegan Pl, Apt 4, Thousand Oaks CA 91362, United States Writing, editing; translation/localization; composing, performing and producing music; graphic design; photography and videography/SELF/08.2002/20/12/OWNER/Content development - word Hours: 2 Securities Trading Hours: 0 EQUITY SMART HOME LOANS, INC/NO/1010 SYCAMORE AVE, UNIT 106, SOUTH PASADENA, CA 91030/HOME LOANS/REFERRAL PARTNER/01.02.2017/2/0/REQUESTING QUOTES AND PRESENTING THESE QUOTES TO PROSPECTS. ALTERNATIVELY HAVING EQUITY SMART CONTACT PROSPECTS DIRECTLY. ZEIN INSURANCE SERVICES, INC/NOT INVESTMENT RELATED/CONSULTANT.REFERRAL AGENT/2.20.2018/21800 OXNARD ST., SUITE 170, WOODLAND HILLS, CALIFORNIA 91367/INSURANCE SALES (HEALTH, P&C)/CMS OPTIMIZATION, PROCESS OPTIMIZATION, OCCASSIONAL REFERRALS OF HEALTH AND/OR P&C INSURANCE CLIENTS./HOURS.MONTHS: 80/HOURS DURING SECURITIES TRADING HOURS: 4 INHERITGUARD, LLC POSITION: Representative NATURE: Providing bundled professional services with an emphasis on estate planning services. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/26/2026 ADDRESS: 30 N Gould Street, #41954, Sheridan WY 82801, United States DESCRIPTION: Client communications, handling client issues, providing education on estate planning concepts, scheduling appointments. SELF-EMPLOYED POSITION: CREATIVE SERVICES PROFESSIONAL NATURE: Content development - word, music/audio, visual INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2002 ADDRESS: 13807 Donnybrook Ln, Moorpark CA 93021, United States DESCRIPTION: Writing, editing; translation/localization; composing, performing and producing music; sound and graphic design; photography and videography

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-29
• S63 Uniform Securities Agent State Law Examination
  2016-05-16

Other Names

• Herb Quick