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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-10-11 |
| TX | RA | APPROVED_RES | 2014-07-21 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
1460 North Lake Ave. Ste 104, Pasadena, CA 91104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Pasadena | CA | 12/2008 | Present |
| Transamerica Financial Advisors | Pasadena | CA | 01/2012 | Present |
| Lyft, Inc. | San Francisco | CA | 02/2017 | 07/2020 |
| Uber Technologies | Los Angeles | CA | 02/2017 | 07/2020 |
| Debtmerica | Santa Ana | CA | 08/2018 | 03/2022 |
| Department Of Public Social Services - In Home Supportive Servic | El Monte | CA | 02/2020 | 05/2026 |
| Rmrrii Enterprises | Pasadena | CA | 03/2022 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). RMRRII ENTERPRISES / INVESTMENT RELATED - NO / 1460 N. LAKE AVE #104, PASADENA CA 91104 / OWNER - PASS THROUGH ENTITY / HOURS PER MONTH: 1 / HOURS DURING SECURITIES TRADING HOURS: 0 / APPROVED WITH RESTRICTIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-22 |
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