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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-11-12 |
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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Agoura Hills | CA | 04/2013 | Present |
| World Financial Group, Inc. | Agoura Hills | CA | 09/2012 | Present |
| Cooper Properties | West Hills | CA | 04/2009 | 03/2017 |
| Stephanie Storey Notary Public | West Hills | CA | 10/2001 | Present |
| Zein Insurance Services Inc. | Woodland Hills | CA | 07/2015 | 11/2017 |
| Johnsonwood, Inc | West Hills | CA | 01/2014 | 02/2017 |
| Pinnacle Estate Property Inc., Robert Booth Agent | Northridge | CA | 05/2017 | Present |
| Stephanie Storey, Sole Proprietor | West Hills | CA | 01/2017 | Present |
| Debt Negotiators | Sehrman Oaks | CA | 05/2017 | 03/2022 |
| Anthem | Newbeury | CA | 03/2017 | 05/2018 |
| Aetna | Hartfod | CA | 03/2017 | 05/2018 |
| Proctor Gallagher Institute | Scottsdale | AZ | 06/2021 | 08/2021 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. STEPHANIE STOREY NOTARY PUBLIC/INVESTMENT RELATED - NO/22145 HACKNEY STREET, WEST HILLS, CA 91304/NOTARIZING DOCUMENTS/NOTARY/10.2001/5/5/NOTARIZING DOCUMENTS#10;#10; Pinnacle Estate Property Inc. Robert Booth Agent/Yes/9137 Reseda Blvd/Northridge/CA/91324/Real estate sales/Real Estate Agent/05.01.2017/10/5/Finding suitable homes for interested parties and selling homes. Real Estate Agent. Finding buyers and sellers of homes and referring them to Robert Booth. Stephanie Storey, Sole Proprietor/No/22145 Hackney Street/West Hills/CA/91304/This is my business license so that I can file a Schedule "C" on my tax return/Professions/Occupations/01.01.2017/0/0/None, this is just for tax purposes only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-25 |
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