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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 | 2021-07-06 |
Branch Locations
765 The City Drive S. Suite 440, Orange, CA 92868 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Orange | CA | 12/2004 | 09/2019 |
| Paychex | Santa Ana | CA | 08/2011 | 08/2018 |
| Transamerica Financial Advisors, Inc | Orange | CA | 01/2012 | 09/2019 |
| Straumann | Andover | MA | 03/2017 | 08/2018 |
| International Business Machines (Ibm) | Armonk | NY | 08/2018 | 08/2019 |
| Paychex, Inc. | Costa Mesa | CA | 08/2019 | 05/2020 |
| World Financial Group, Inc | Orange | CA | 05/2020 | Present |
| Transamerica Financial Advisors, Inc | Orange | CA | 03/2021 | Present |
| Capital One Financial Corp | Mclean | VA | 05/2021 | 05/2021 |
| Paychex, Inc | Costa Mesa | CA | 06/2020 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Paycheck, Inc. / 0620-Present / Investment Related: No / 1535 Scenic Ave #100 Costa Mesa, Ca 92626 / HR Services Sales Representative / Hr and Payroll / Hrs. Work Monthly: 140 / Sec Trading Hrs.: 4 / Tele-prospect for new customers, sales presentation, proposal presentation, negotiation and closing business, get new sales in HR Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-14 |
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