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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 | 2025-01-01 |
| TX | RA | APPROVED | 2023-02-08 |
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 | 02/2013 | Present |
| World Financial Group, Inc. | Agoura Hills | CA | 10/2011 | Present |
| Tri Counties Regional Center | Oxnard | CA | 08/2013 | Present |
| Debtmerica | Santa Paula | CA | 10/2014 | 03/2022 |
| Stephanie Young Consultants Inc Crisis Support Services | La Mesa | CA | 08/2013 | Present |
| Revolution Financial Management | Thousand Oaks | CA | 04/2014 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. TRI COUNTIES REGIONAL CENTER/INVESTMENT RELATED - NO/2220 EAST GONZALES ROAD, OXNARD, CA 93036 805-485-3177/PROVIDING CRISIS PREVENTION SERVICES TO REGIONAL CENTER CLIENTS - DEVELOPMENTALLY DISABLED TEENAGERS AND ADULTS. IT IS A NON-PROFIT ORGANIZATION HELPING THE COMMUNITY WITH FAMILY PLACEMENT/PROGRAM MANAGER/08.2013/160/40/PROGRAM MANAGER - OVERSEE THE DAY TO DAY FUNCTIONS OF THE STAFF, PROVIDE SUPPORT TO THEM, AND PROVIDE DIRECT SERVICE TO FAMILIES AND CHILDREN FOR THERAPY REASONS.#10;#10.... STEPHANIE YOUNG CONSULTANTS INC CRISIS SUPPORT SERVICES / emp dates: 0813 TO PRESENT/ INVESTMENT RELATED: NO /address: 9240 FUERTE DR. #201 LA MESA, CA 91941/ position: DISTRICT MANAGER/ nature of business: MENTAL HEALTH COUNSELING/hrs work monthly: 160/Sec trading hrs: 5/ duties: OVERSEE DAY TO DAY OPERATIONS OF 5 OFFICES: CAMARILLO, CA SAN JOSE, CA, SAN LUIS OBISPO, CA LOS ANGELES, CA, GLENDALE, CA OBA Amendment Update: STEPHANIE YOUNG CONSULTANTS INC CRISIS SUPPORT SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-14 |
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