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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 | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Irvine | CA | 03/2016 | Present |
| World Financial Group, Inc. | Irvine | CA | 10/2015 | Present |
| Student | Bakersfield | CA | 06/2011 | 06/2024 |
| R&M Farm Service, Inc | Wasco | CA | 01/2008 | Present |
| Debtmerica | Santa Ana | CA | 01/2017 | 03/2022 |
| Nationwide Student Loan | Woodland Hills | CA | 09/2017 | 10/2025 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. R&M FARM SERVICE, INC/NO/2312 ALPINE MEADOWS CT, WASCO, CA 93280/AGRICULTURE/PARTS RUNNER/01.10.2008/40/2/HELPING PICK UP PARTS AND RUN ERRANDS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-16 |
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