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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-03-19 |
| NC | RA | APPROVED | 2018-01-31 |
| TX | RA | APPROVED | 2018-01-31 |
| CA | RA | APPROVED | 2016-07-05 |
Branch Locations
515 Marin Street Suite 408, Thousand Oaks, CA 91360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Westlake Village | CA | 12/2010 | Present |
| Debtmerica | Santa Ana | CA | 07/2011 | 06/2018 |
| Transamerica Financial Advisors | Westlake Village | CA | 01/2012 | Present |
| Health Insurance | Agoura Hills | CA | 01/2011 | Present |
| Heartland Institute Of Financial Education | Greenwood Village | CO | 02/2017 | Present |
| 24 Hour Home Care, Llc | Oxnard | CA | 03/2019 | Present |
| Real Estate Rental Property | Thousand Oaks | CA | 01/2020 | 04/2023 |
| Real Estate Rental Property (1) | Oxnard | CA | 10/2024 | Present |
| Wrs Global Technologies Inc | Woodland Hills | CA | 11/2025 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). HEALTH INSURANCE; NOT INVESTMENT RELATED; 28632 ROADSIDE DRIVE, 240, AGOURA HILLS CA 91301; HEALTH INSURANCE; HEALTH AGENT; 01/2011; SELLING HEALTH INSURANCE HEARTLAND INSTITUTE OF FINANCIAL EDUCATION/NO/8301 EAST PRENTICE AVE, 312, GREENWOOD VILLAGE, CO 90111/EDUCATION TO BECOME A CERTIFIED FINANCIAL EDUCATOR/CERTIFIED FINANCIAL EDUCA/02.01.2017/5/1/EDUCATE COMPANIES, SCHOOLS, ORGANIZATIONS, GOVERNMENT AGENCIES FINANCIAL EDUCATION. 24 HOUR HOME CARE, LLC / NOT INVESTMENT RELATED / 1801 SOLAR DRIVE #200 OXNARD, CA 93030 / CARE SERVICES FOR AUTISTIC AND ELDERLY / CARE PROVIDER / 3/01/2019 / HOURS PER MONTH 70 / HOURS DURING SECURITIES 0 / WHEN MY DAUGHTER WORKS I WILL BE CARING FOR MY AUTISTIC GRANDSON REAL ESTATE RENTAL PROPERTY (1) POSITION: Property Owner/Investor NATURE: Apartment Complex INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/17/2024 ADDRESS: 1340 Edgewood Way, Oxnard CA 93030, United States DESCRIPTION: None. I am one of the investors WRS GLOBAL TECHNOLOGIES INC POSITION: Treasurer NATURE: IT Services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2025 ADDRESS: 22647 Ventura Blvd, 1011, Woodland Hills CA 91364, United States DESCRIPTION: Paying bills and financial oversight
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-12 |
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