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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 | 2022-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Of California | Los Angeles | CA | 01/2002 | Present |
| World Financial Group | Newport Beach, | CA | 07/2004 | Present |
| Health Insurance | Glendale | CA | 09/2009 | Present |
| Anthem Blue Cross | Oxnard | CA | 08/2009 | Present |
| Transamerica Financial Advisors, Inc | Newport Beach, | CA | 01/2012 | Present |
| In-Home Supportive Services | Glendale | CA | 12/2018 | Present |
| Postmates Inc (Delivery) | Burbank | CA | 06/2020 | 07/2020 |
| Rental Property | Glendale | CA | 09/2021 | Present |
| Revolution Financial Management | Burbank | CA | 07/2004 | Present |
"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Rental Property / 0921-Present/ Investment Related: No /711 Salem St. Glendale, CA 91203 / Owner / Rental Property / Hrs. Work Monthly: 20 / Sec Trading Hrs: 20 / Fix the Apartment, Collect Rents In-home supportive services / 1218-Present/ Investment Related: No / 3517 Sparr BL Glendale, CA 91028 / Provider / taking care of elderly / Hrs Work Monthly: 41 / Sec Trading Hrs: 0 / helping an individual for home and daily activities HEALTH INSURANCE/NO/GLENDALE, CA/SELLING HEALTH INSURANCE/LESS THAN 85%/SELLING HEALTH INSURANCE FOR VARIOUS COMPANIES ANTHEM BLUE CROSS/NO/08/2009/SELLING HEALTH INSURANCE FOR VARIOUS COMPANIES/AGENT STATE OF CALIFORNIA/BLUE SHIELD | 1234 Spazier Ave, Glendale CA 91201 | 5/2005| Taking care of Father - care taker | not investment related | hours vary REVOLUTION FINANCIAL MANAGEMENT POSITION: null NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/17/2004 ADDRESS: 2725 Howard Court, Burbank CA 91504, United States DESCRIPTION: WFG Co-Brand
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-24 |
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