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Long Beach, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Santa Fe Springs | CA | 01/2023 | 04/2024 |
| World Financial Group, Inc. | Santa Fe Springs | CA | 03/2012 | 04/2024 |
| Encon Technologies | Santa Fe Springs | CA | 08/2010 | 01/2018 |
| Jg Financial | Santa Fe Springs | CA | 08/2018 | 06/2022 |
| Vantage Financial Alliance | Long Beach | CA | 04/2024 | 08/2024 |
| Universal Wealth | Long Beach | CA | 08/2024 | Present |
| Diamond Senior Living | Long Beach | CA | 05/2022 | Present |
| Meridian Venture Partners, Inc | Long Beach | CA | 07/2024 | Present |
- licensed insurance agent with Universal Wealth -Co-owner and administrative assistant at Diamond Senior Living, assist with scheduling and procuring supplies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-19 |
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