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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 | 2022-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Newport Beach | CA | 12/2018 | 10/2019 |
| World Financial Group, Inc. | Newport Beach | CA | 01/2018 | Present |
| Student | Denver | CO | 09/2011 | 11/2024 |
| Tele1Ten | Tarzana | CA | 01/2016 | 03/2022 |
| Transamerica Financial Advisors, Inc | Newport Beach | CA | 08/2021 | Present |
| Tele1Ten Inc (Retail) | Denver | CO | 01/2016 | 11/2021 |
| Student | Denver | CO | 09/2012 | 06/2017 |
| Nationwide Telecom Inc | Tarzana | CA | 05/2010 | 12/2016 |
| Tele110 Llc (Wholesale) | Denver | CO | 01/2019 | Present |
| Proud Holding | Denver | CO | 01/2019 | Present |
| Tele1Ten Inc. | Denver | CO | 11/2021 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Tele1Ten Inc. /1121-Present / Investment Related: No /5925 E Evans Ste.200 Denver, CO 80222 / Independent Contractor / Retail Telecom Business / Hrs. Work Monthly: 20 / Sec Trading Hrs: 0/ I'm a member of advisory board and a consultant to the corporation TELE110 LLC / 0116-Present / Investment Related - No/5925 E Evans Ave, STE 210, Denver, CO 80222/Wholesale Telecom Voice and data service, processing voice calls and providing termination and origination of voice calls/member of LLC/CTO/01.2019/10/5/CTO PROUD HOLDING/Investment Related - No/5925 E Evans Ave, STE 200, Denver, CO 80222 /Cloud asset sharing/CTO/01.2019/10/5/Technical Officer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-16 |
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