Cynthia Lynn Hall

Current Employers

Employment History

• 10/2019 → 12/2023
  Transamerica Financial Advisors, Inc
  Agoura Hills, CA
• 02/2018 → 12/2023
  World Financial Group, Inc.
  Agoura Hills, CA
• 02/2015 → 09/2021
  Kaiser Permanente
  Woodland Hills, CA
• 06/2001 → 08/2017
  Los Robles Hospital
  Thousand Oaks, CA
• 09/2021 → 05/2023
  Infusion Of Care
  Westminster, CA
• 09/2021 → 08/2023
  Medical Insurance Agent
  Oxnard, CA
• 08/2021 → 08/2023
  Revolt Healthcare Alliance
  Houston, TX
• 09/2022 → Present
  The Mwe Partnership
  Millerville, MD
• 05/2021 → 05/2023
  Revolution Financial Management
  Thousand Oaks, CA
• 02/2023 → Present
  Option Health Care
  Bannockburn, IL
• 02/2023 → Present
  Healthcare Insurance
  Thousand Oaks, CA
• 08/2024 → Present
  Universal Wealth
  Verrado, AZ
• 01/2025 → Present
  Universal Wealth Management Llc
  Surprise, AZ

Previous Registrations

• 2021-05-10 → 2023-11-15
  Transamerica Financial Advisors, Llc
  Thousand Oaks, CA
  Westlake Village, CA
  Thousand Oaks, CA

Other Businesses

Universal Wealth-4252 N Verrado Way, Suite 203, Buckeye, AZ 800-606-5421 Life Insurance & Annuity, Senior Financial Professional 20-30 hours weekly Float- 185 Berry St, San Francisco, CA 94107 Infusion Agency, Infusion RN 5 hours weekly Kona Kapital Corporation- 3743 Dunkirk Dr, Oxnard, CA 93035 S-corp to house contract income for tax purposes, non investment related CEO Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Infusion of Care | NOT INVESTMEN-RELATED | 5455 Garden Grove Blvd. 250,Westminster, CA 92683 | Infusion therapy | RN, IV Therapy | START DATE: 9/1/2021 | 40HRS/MO-4HRS DURING TRADING |Start IVs for clients and give them the prescribed infusions. THE MWE PARTNERSHIP POSITION: Agent NATURE: This is a partner with WFG to sell Group Life Insurance through several different companies l INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 8370 Veterans Highway Suite 101, Millerville MD 21108, United States DESCRIPTION: Being an Agent with the ability to sell Transamerica Group Life Insurance products. As I qm running my WFG business and securities business I have found a need for the business owners I come across to offer group life insurance. OPTION HEALTH CARE POSITION: RN NATURE: IV infusion therapy INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 4 START DATE: 02/06/2023 ADDRESS: 3000 Lakeside Dr, 300N, Bannockburn IL 60015, United States DESCRIPTION: I will be infusing patients medication and managing their IV access HEALTHCARE INSURANCE POSITION: Agent NATURE: Sale of Healthcare Insurance only INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 02/06/2023 ADDRESS: 515 Marin St, 408, Thousand Oaks CA 91360, United States DESCRIPTION: I would be selling healthcare insurance to a variety of different companies. I don't have the specific companies yet, Example would be: Independent Health Agencies Warner Pacific and others

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-10
• S63 Uniform Securities Agent State Law Examination
  2021-03-05

Other Names

• Cynthia Lynn Harris
• Cyndi Hall