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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 | 2025-02-10 |
| CA | RA | APPROVED | 2024-11-20 |
Branch Locations
7112 N. Fresno St. Suite 160, Fresno, CA 93720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Fresno | CA | 10/2018 | Present |
| Wfgia | Fresno | CA | 12/2016 | Present |
| Golden State Rx Partners Dba Eddies Pharmacy | Los Angeles | CA | 02/2013 | Present |
| West Coast University | Los Angeles | CA | 05/2016 | Present |
| Choice Administrators | Orange | CA | 11/2019 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. golden state rx partners dba eddies pharmacy/Investment Related - No/8408 Beverly blvd los angeles ca 90048/the business is a long standing community pharmacy in los angeles/vp operations/02.2013/10/0/oversee staff and pharmacy manager and manage operations CHOICE ADMINISTRATORS / emp dates: 1119 TO PRESENT/ INVESTMENT RELATED: NO /address: 721 S PARKER SUITE 200 ORANGE, CA 92868/ position: AGENT/BROKER/ nature of business: HEALTH INSURANCE BROKER/hrs work monthly: 5/Sec trading hrs: 1/ duties: I WILL BE ASSISTING CLIENTS SIGN UP FOR AND PURCHASE HEALTH INSURANCE COVERAGE AS AN AGENT West Coast University/no/590 N Vermont Ave West Coast University Los Angeles CA 90004/adjunct professor 5/01/2016 / 2 /1 /teach and guest lecture the Pharmacy Practice course. Host and mentor students as a rotation site approved without restrictions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-18 |
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