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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 | 2026-01-02 |
| NV | RA | APPROVED | 2026-01-02 |
Branch Locations
2 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 |
|---|---|---|---|---|
| Wfgia | Henderson | NV | 01/2013 | Present |
| Transamerica Financial Advisors, Inc | Henderson | NV | 08/2013 | Present |
| Clarizcel Perez, Llc | North Hollywood | CA | 01/2014 | 12/2016 |
| Epica Medical Innovations | San Clemente | CA | 08/2017 | 07/2018 |
| Doordash, Inc. | San Francisco | CA | 04/2021 | 11/2022 |
| Axianta Financial Partners | Henderson | NV | 01/2013 | Present |
| Boys Town | Las Vegas | NV | 12/2023 | Present |
| Mindoula Health | Silver Spring | MD | 11/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors Axianta Financial Partners | marketing | investment related | 01/2013 | Henderson, NV 89011 | Co-brand company BOYS TOWN POSITION: In home family consultant NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 3 START DATE: 12/15/2023 ADDRESS: 821 N Mojave Rd, Las Vegas NV 89101, United States DESCRIPTION: I will be assigned cases in which I will work with a family to improve the livelihood ofrisk-youth in need of support behaviorally. I work with parents to help with parenting skills, life skills, and basic needs/provide resources. MINDOULA HEALTH POSITION: Care Extender NATURE: Social work INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 3 START DATE: 11/17/2025 ADDRESS: 8040 Georgia Ave, Suite 170, Silver Spring MD 20910, United States DESCRIPTION: As a Care Extender with Mindoula Health, I provide non-clinical care coordination and member support services. My responsibilities include contacting members by phone and other approved communication methods, assisting with care coordination, helping connect members with appropriate community resources and healthcare services, documenting interactions in the company's systems, and collaborating with care team members to support members' health and wellness goals. I do not provide investment, financial, insurance, or securities-related services as part of this position. This role is full-time employment in the healthcare/social services field and is entirely unrelated to my activities as a registered representative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-24 |
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