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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-20 |
| NJ | RA | APPROVED | 2026-04-16 |
| CA | RA | APPROVED | 2026-02-25 |
Branch Locations
3350 East Birch Street Suite 208-B, Brea, CA 92821 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Brea | CA | 01/2026 | Present |
| World Financial Group Insurance Agency | Glendora | CA | 08/2019 | Present |
| Farmers Insurance Company | Los Angeles | CA | 08/2011 | 12/2018 |
| Pinnacle Tax Services | Los Angeles | CA | 02/2019 | Present |
| Rlh Properties Llc 13922 | Van Nuys | CA | 08/2017 | Present |
| Rlh Properties Llc 13928 | Van Nuys | CA | 08/2017 | Present |
| R&J Ardmore Properties Llc | Los Angeles | CA | 07/2024 | Present |
Name: PINNACLE TAX SERVICES / Investment Related - No / Date: 02:2019 / Hrs (Month): 8 / Hrs (Day): 0 / Activity: PREPARE TAX RETURNS AND PERFORM ADMINISTRATIVE TASK Name: RLH Properties LLC 13922 / Investment Related - Yes / Date: 08:2017 / Hrs (Month): 10 / Hrs (Day): 1 / Activity: I oversee the LLCs residential rental operations. My responsibilities include high-level decision-making, financial review, and coordination with property managers and service providers. Name: RLH Properties LLC 13928 / Investment Related - Yes / Date: 08:2017 / Hrs (Month): 10 / Hrs (Day): 1 / Activity: I oversee the LLCs residential rental operations. My responsibilities include high-level decision-making, financial review, and coordination with property managers and service providers. Name: R&J Ardmore Properties LLC / Investment Related - Yes / Date: 07:2024 / Hrs (Month): 5 / Hrs (Day): 1 / Activity: I oversee the LLCs residential rental operations. My responsibilities include high-level decision-making, financial review, and coordination with property managers and service providers. Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. World Financial Group Co-Brand (Non-Owner) is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency an insurance agency affiliate of Transamerica Financial Advisors, LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-18 |
| S65 | Uniform Investment Adviser Law Examination | 2025-10-23 |
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