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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_RES | 2021-04-27 |
| CA | RA | APPROVED | 2015-06-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Newport Beach | CA | 11/2008 | Present |
| Debtmerica Relief, Llc | Santa Ana | CA | 03/2011 | 02/2023 |
| Transamerica Financial Advisors, Inc | Newport Beach | CA | 01/2012 | Present |
| Student Debt Solution Center | Oak Park | CA | 11/2014 | Present |
| Freedom To Live Foundation | Encinitas | CA | 02/2016 | Present |
| Lspn Pro, Llc | Lindon | UT | 03/2022 | 12/2024 |
| Legacyshield Solutions, Inc. | Woburn | MA | 12/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. STUDENT DEBT SOLUTION CENTER; NOT INVESTMENT RELATED; 107 CONCERTO DRIVE OAK PARK CA 91377; CONSULTING PEOPLE ON THEIR STUDENT LOANS AND ENROLLING THEM IN THE MOST APPROPRIATE GOVERNMENT REPAYMENT PLAN; REFERRAL AGENT; 11/14/2014; 8 TO 24 HOURS/MONTH; REFERRING MY TFA CLIENTS WHOM I SEE WHO NEED ASSISTANCE IN DETERMINING THE MOST APPROPRIATE GOVERNMENT REPAYMENT PLAN FOR THEIR STUDENT LOANS GIVEN THEIR SITUATION FREEDOM TO LIVE FOUNDATION; 02/15/2016; NOT INV RELATED; MENTOR/CONSULTANT; PO BOX 231353, ENCINITAS, CA 92023-1354; THE NON-PROFIT FOUNDATION DOES INDEPENDENCE TRAINING FOR SPINAL CORD INJURED INDIVIDUALS TO TEACH THEM THE SKILLS NECESSARY TO LIVE INDEPENDENTLY IN THE COMMUNITY. THEY HAVE ASKED ME TO BE A CONSULTANT/MENTOR FOR PEOPLE ENTERING THE INDEPENDENCE TRAINING PROGRAM; 15 HRS/MO; 1 TRADING; CONTACTING TRAINEES AND FOLLOWING UP WITH WHERE THEY ARE AT IN THE PROGRAM AND ADVISING THEM ON THEIR NEXT STEPS. LEGACYSHIELD SOLUTIONS, INC. POSITION: Referral agent NATURE: Estate Plans (trust and wills). INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2024 ADDRESS: 1 Linscott Rd,, Woburn MA 01810, United States DESCRIPTION: When I have clients that need or want Estate Plans (trust and wills), I will introduce them for a complimentary consultation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-14 |
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