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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 | 2026-06-02 |
Branch Locations
21221 S Western Ave Suite 110, Torrance, CA 90501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group Insurance Agency | Torrance | CA | 07/2023 | Present |
| Transamerica Financial Advisors, Llc | Torrance | CA | 05/2026 | Present |
| West 24Th St. Partners, Llc | San Marino | CA | 12/2019 | Present |
| Century 21 A Better Service Realty | Downey | CA | 01/1998 | Present |
| Huntington Asset Management, Llc | San Marino | CA | 09/2005 | Present |
| H.M. Rentals, Llc | San Marino | CA | 01/2008 | Present |
| Laud Holding Company, Llc | San Marino | CA | 01/2002 | Present |
| H.S.C. Acquisition, Llc | San Marino | CA | 01/2013 | Present |
| West Adams Group, Llc | San Marino | CA | 01/2011 | Present |
| Asina Properties, Llc | San Marino | CA | 12/2020 | Present |
Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. ASINA PROPERTIES, LLC POSITION: Member NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/05/2020 ADDRESS: 2275 Huntington Dr., #916, San Marino CA 91108, United States DESCRIPTION: I have periodic conversations with the property manager who handles all the day to day duties related to property management. We have a phone conversations every few months to go over any property financials or management issues as needed. WEST ADAMS GROUP, LLC POSITION: Sole Member NATURE: Real estate buy, fix, and sale; Real Estate Sales Commissions INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 4 START DATE: 01/03/2011 ADDRESS: 2275 Huntington Dr., Ste. 916, San Marino CA 91108, United States DESCRIPTION: The company is the receiver of real estate commissions for flow threw tax purposes paid to me from the OBA activity related to Century 21 A Better Service Realty. In the past I have negotiated the purchase of a residential property, managed the remodeling process, and then sold the properties in an attempt to generate a profit. H.M. RENTALS, LLC POSITION: Member NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/18/2008 ADDRESS: 2275 Huntington Dr., 916, San Marino CA 91108, United States DESCRIPTION: The property is managed by a property management company. I have occasional phone conversations with the manager as needed related to the financials and operations of the building. HUNTINGTON ASSET MANAGEMENT, LLC POSITION: Member NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/07/2005 ADDRESS: 1141 Palm Ave, San Gabriel CA 91776, United States DESCRIPTION: I have very little involvement in this OBA. I do some book keeping for this company at tax time and consulting with the accountant as needed. LAUD HOLDING COMPANY, LLC POSITION: Member NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2002 ADDRESS: 2275 Huntington Dr., Ste. 916, San Marino CA 91108, United States DESCRIPTION: The apartment building is managed by a property manager. I have occasional phone conversations as needed to discuss financials or management issues related to the property. H.S.C. ACQUISITIONS, LLC POSITION: Sole member NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/09/2013 ADDRESS: 2275 Huntington Dr., Ste. 916, San Marino CA 91108, United States DESCRIPTION: This property is managed by a property management company. I have occasional phone conversations with the manager as needed to discuss management related issues. WEST 24TH ST PARTNERS, LLC POSITION: Sole member NATURE: Affiliate direct sales of health and wellness supplements. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 12/18/2019 ADDRESS: 2275 Huntington Dr., Ste. 916, San Marino CA 91108, United States DESCRIPTION: I am the sole member of West 24th St. Partners, LLC. I do some bookkeeping at tax time. I help support a downline of affiliates by having zoom and telephone conversations to answer questions and provide occasional sales training. CENTURY 21 A BETTER SERVICE REALTY POSITION: Sales agent NATURE: Real Estate Sales INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 4 START DATE: 02/19/1998 ADDRESS: 10839 La Reina Ave, #100, Downey CA 90241, United States DESCRIPTION: I engage in prospecting activities to generate leads of people who want to buy and sell real estate. I represent buyers and sellers of commercial and residential properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2026-02-10 |
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