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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 | 2026-08-18 |
| NM | RA | APPROVED | 2019-10-07 |
| CA | RA | APPROVED | 2018-11-20 |
Branch Locations
515 Marin Street Suite 408, Thousand Oaks, CA 91360 • United States
Santa Fe, NM • United States
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 |
|---|---|---|---|---|
| Wfgia | Thousand Oaks | CA | 07/2009 | Present |
| Freelance Media Buyer | Playdel Rey | CA | 02/2010 | Present |
| Transamerica Financial Advisors, Inc | Thousand Oaks | CA | 01/2012 | Present |
| Debtmerica | Santa Ana | CA | 01/2014 | 06/2023 |
| Liberty Healthshare | Canton | OH | 10/2016 | 09/2020 |
| Lyft, Inc. | San Francisco | CA | 06/2016 | 05/2018 |
| Berwick Insurance | Phoenix | AZ | 04/2019 | 02/2020 |
| Local Insurance Advisors | Guthrie | OK | 03/2020 | Present |
| Impact Health Sharing | Davie | FL | 07/2023 | 05/2025 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors. Freelance Media Buyer /0210-Present / Investment Related: No / 8738 Delgency ave. Apt 104 Playa Del Rey CA, 90123 /Freelance Media Buyer/ Buying spots TV and Radio airtime for various clients / hrs work monthly: / Sec trading hrs: 0 / duties: 0 Local Insurance Advisors/ 0320-Present/ Investment Related: No / 9129 Elk Alley Guthrie, OK 73044/ Agent / Medicare Sales / Hrs Work Monthly:30 / Sec Trading Hrs: 1/ I will be Selling Medicare
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-14 |
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