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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-08-06 |
| TX | RA | APPROVED | 2018-06-22 |
| CA | RA | APPROVED | 2018-04-19 |
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 | 04/2016 | Present |
| World Financial Group, Inc. | Agoura Hills | CA | 01/2015 | Present |
| Oaks Christian School | Westlake Village | CA | 08/2015 | 06/2017 |
| Debtmerica, Llc | Santa Ana | CA | 11/2016 | 03/2022 |
| Rental Home | Davisburg | MI | 03/2013 | 05/2017 |
| Ventura County Children And Family Services | Ventura | CA | 01/2017 | Present |
| Orion International Insurance Services | Solano Beach | CA | 10/2017 | Present |
| Debt Negotiators | Sherman Oaks | CA | 05/2017 | 02/2022 |
| Timeshare Rental | Thousand Oaks | CA | 09/2019 | Present |
| Homestay Santa Monica | Thousand Oaks | CA | 03/2019 | Present |
| Student Optimum Services | Glendale | CA | 07/2020 | Present |
| Team Legacy Builders, Inc | Thousand Oaks | CA | 05/2024 | Present |
| Inheritguard, Llc | Sheridan | WY | 02/2025 | Present |
| Impact Health Sharing Offered Through Acn | Davie | FL | 01/2026 | Present |
| Impact Health Sharing Offered Through Acn | Charlotte | NC | 01/2026 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc VENTURA COUNTY CHILDREN AND FAMILY SERVICES/NO/4651 TELEPHONE ROAD, SUITE 300, VENTURA, CA 93033/FOSTER CARE PROGRAM/FOSTER PARENT/01.01.2017/40/4/TAKING CARE OF FOSTER KIDS, PROVIDING THEM WITH A LOVING HOME. Orion International Insurance Services/ Agent/ 674 Via De La Valle Ste 208 Solano Beach CA 92075/ 5 Hours/MTH/ Insurance Sales and Marketing Timeshare Rental/0919-Present/ Investment Related: No/ 40 Fallen Oaks Dr. Thousand Oaks, CA 91360/Owner / Timeshare Rental/ Hrs Work Monthly: 2/ Sec Trading Hrs: 2/ Advertising and renting timeshare property online. Homestay Santa Monica/0919-Present/ Investment Related: No/ 40 Fallen Oaks Dr. Thousand Oaks, CA 91360/ Homestay Parents/ Homestay program for international student/Hrs Work Monthly: 2/ Sec Trading Hrs: 2 / Provide housing, meals and transportation for international students. student Optimum Services / 0720-Present/ Investment Related: No /1160 N Central Ave, Suite 209 Glendale, CA 91202 / Referral Partner/ Dept. Reduction / Hrs Work Monthly: 5 / Sec Trading Hrs: 1 / Sending referrals TEAM LEGACY BUILDERS, INC POSITION: President NATURE: Pass through entity for insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2024 ADDRESS: 40 Fallen Oaks Dr, Thousand Oaks CA 91360, United States DESCRIPTION: Pass through entity for insurance sales, which includes selling life insurance, long term care insurance, disability insurance and annuities. INHERITGUARD, LLC POSITION: N/A NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/20/2025 ADDRESS: 30 N Gould St, Sheridan WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATE PLANNING ISSUES, SCHEDULE APPOINTMENTS. IMPACT HEALTH SHARING OFFERED THROUGH ACN POSITION: Affiliate NATURE: Health Share Program INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/25/2026 ADDRESS: 10150 Mallard Creek Rd, Suite 400, Charlotte NC 28262, United States DESCRIPTION: Educating people about health share program
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-07 |
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