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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-23 |
| AZ | RA | APPROVED | 2012-01-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Tucson | AZ | 06/2004 | Present |
| Health Insurance Sales | Tucson | AZ | 05/2008 | Present |
| Transamerica Financial Advisors, Inc | Tucson | AZ | 01/2012 | Present |
| Debtmerica | Tucson | AZ | 06/2004 | 03/2022 |
| Net Law Group Inc | Tucson | AZ | 07/2020 | Present |
| Power 22 | Chandler | AZ | 09/2022 | Present |
| Wealthwave | Duluth | GA | 01/2018 | Present |
| Crsweets Dba Bobazona | Tucson | AZ | 04/2023 | Present |
| Member At Large - La Cima Esplendora Hoa | Tucson | AZ | 06/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Health Insurance Sales / 0604-Present / Investment Related: No / 5005 Sunnier Circle #45, Tucson, AZ 85704 / Independent Contactor / Health Insurance / Hrs Work Monthly: 10% / Sec Trading Hrs: 5% / Sales of Health Insurance Net Law Group Inc. / 0720-Present /Investment Related: No/ 6979 E Broadway, #127, Tucson, AZ 85710 /Sales / Sales - Net Law / Hrs Work: 2 / Sec trading Hrs: 1 / offer new law services POWER 22 POSITION: Sales Referrer NATURE: Solar Power Sales Referral Program INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2022 ADDRESS: 1490 S Price Rd, Suite 204, Chandler AZ 85248, United States DESCRIPTION: Give lead to company for follow up sales call CRSWEETS DBA BOBAZONA POSITION: 50% partner NATURE: Boba drink and gelato shop INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2023 ADDRESS: 8140 S Houghton Rd, #120, Tucson AZ 85747, United States DESCRIPTION: Managing the store and people, customer service MEMBER AT LARGE - LA CIMA ESPLENDORA HOA POSITION: Member at Large - Voting only NATURE: Member at Large - Voting ONlY position - for my homeowners association INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2025 ADDRESS: La Cima Esplendora, tucson AZ 85730, United States DESCRIPTION: None other than to cast tie breaking vote if board is tied. I have nothing to do with the finance of the association or board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-07 |
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