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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 |
Branch Locations
680 E Colorado Blvd Ste 2100, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Pasadena | CA | 03/2019 | Present |
| Wfgia | Pasadena | CA | 06/2018 | Present |
| San Gabriel Valley Council Of Governments | Irwindale | CA | 09/2005 | 11/2018 |
| Ba, Inc | Los Angeles | CA | 03/2019 | 09/2022 |
| Jbc Group, Llc | Beverly Hills | CA | 09/2019 | Present |
| Residential Rental Property | Walnut | CA | 10/2019 | Present |
| Noble Accounting, Llc | Torrance | CA | 08/2021 | 09/2022 |
| Bookkeeper | Los Angeles | CA | 03/2023 | Present |
| Marinduque Association Of Southern California | Lakewood | CA | 01/2024 | 01/2024 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. JBC Group, LLC / 0919-Present / Investment Related: No / 9350 Wilshire Blvd. Suite 203 Beverly Hills, CA 90212/Consultant / Business Performance Consulting, Human Capital and Resource Advising Company Transitions Advising, Overhead Rates Review, Accounting Services./ Hrs Work Monthly: 32 / Sec Trading Hrs: 6 / Provide business consulting, company transitions advising, overhead rates review and accounting services to clients. Residential Rental Property / 1019-Present/ Investment Related: Yes / 975 Heaton Moor Dr. Walnut, CA 91789 / Co-Owner / Rental Property / Hrs Work Monthly: 0 / Sec Trading Hrs: 0 / I don't participate in any rental activities, my husband has all the responsibilities for this investment BOOKKEEPER POSITION: Bookkeeper NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 30 START DATE: 03/20/2023 ADDRESS: 3101 West Exposition Place, Los Angeles CA 90018, United States DESCRIPTION: Bookkeeping, process accounts payable, prepare financial statements, set up Chart of Accounts, accounting controls and processes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-05 |
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