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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 | 2024-07-03 |
| CA | RA | APPROVED | 2013-01-30 |
Branch Locations
21221 S Western Ave Suite 110, Torrance, CA 90501 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Runright Realty | Los Angeles | CA | 01/2003 | Present |
| Runright Insurance Services | Inglewood | CA | 12/2005 | Present |
| Wfg | Chino | CA | 03/2010 | Present |
| Transamerica Financial Advisors, Inc | Torrance | CA | 01/2013 | Present |
| Debtmerica Relief | Santa Ana | CA | 02/2013 | 08/2022 |
| Covered Ca - Affordable Care Act | Los Angeles | CA | 09/2013 | Present |
| Office Administrator | Torrance | CA | 06/2016 | 06/2017 |
| Applied General Agency | Commerce | CA | 11/2017 | Present |
| New Life Global Development Inc. | Inglewood | CA | 05/2019 | Present |
| Netaw | Louisville | KY | 01/2014 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. New Life Global Development Inc. /0519-Present / Investment Related: Yes/ 1437 Centinela Ave. suite c, Inglewood, CA 90302/Financial Analyst/ NLGD consults in the development and Management of Homeless housing and services/ Hrs Work Monthly: 40/ Sec Trading Hrs: 2 / I analyze the profitability of potential projects. Netaw / 0114-Present/ Investment Related: No/12910 Shelbyville Rd, Suite 124, Louisville, KY 40243/Agent / Truste and will and related products / Hrs Work Monthly: 4/ Sec Trading Hrs: 0 / Sell products RUNRIGHT INSURANCE SERVICES/YES, INVESTMENT RELATED/1201 N LABREA AVE INGLEWOOD, CA 90302/HOME, LIFE & COMMERCIAL BUSINESS INSURANCE/PARTNER-BROKER/12.2005/5/5/SUPPORT EXISTING COMMERCIAL CLIENTS AND SET UP ANY NEW REQUESTED POLICIES. RUNRIGHT REALTY/YES, INVESTMENT RELATED/2033 W 84TH PL LOS ANGELES, CA 90047 313-759-1017/PROVIDE ASSISTANCE TO CLIENTS WHO WANT TO BUY OR SELL SFR AND MULTI-UNIT BUILDINGS/I ALSO WORK WITH COMMERCIAL PROPERTIES/I HAVE BEEN LICENSED SINCE 197/BROKER/3.2003/80/60/RESPONSIBLE FOR ALL ASPECTS OF THE OPERATIONS OF THIS OBA/THIS IS CURRENTLY A STAND ALONE OPERATION/I MAY OPEN A BRANCH OFFICE WITH A BUSINESS PARTNER IN 2013 COVERED CA - AFFORDABLE CARE ACT; NOT INVESTMENT-RELATED; 2033 W 84TH PL, LOS ANGELES, CA 90047; PROVIDING HEALTH CARE INSURANCE THROUGH COVERED CALIFORNIA; INDEPENDENT HEALTH INSURANCE AGENT; 9/30/13; 40-80 HRS/MONTH; PROVIDING EXPERTISE ON AVAILABLE HEALTH CARE OPTION AVAILABLE THROUGH COVERED CA TO INDIVIDUALS AND SMALL BUSINESSES APPLIED GENERAL AGENCY /1117 TO PRESENT/ INVESTMENT RELATED: NO /6279 E. SLAUSON AVE. STE 205 COMMERCE, CA 90040/AGENT/MEDICARE SALES / hrs work monthly: 40/Sec trading hrs: 4 /MEETING WITH INTERESTED BENEFICIARIES OF MEDICARE AND PROVIDING ALTERNATIVE MEDICAL ADVANTAGE PLANS AND SUPPLEMENT PLANS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-15 |
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