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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 |
| NC | RA | APPROVED | 2024-07-03 |
Branch Locations
1835 W. Orangewood Ave. Suite 102, Orange, CA 92868 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Orange | CA | 11/2013 | Present |
| World Financial Group, Inc | Orange | CA | 02/2011 | Present |
| Covered Ca | Irvine | CA | 09/2013 | Present |
| California Exchange Insurance Center | Bellflower | CA | 03/2014 | Present |
| American Financial Network | Irvine | CA | 02/2016 | 03/2018 |
| Nido Financial Group, Inc | Tustin | CA | 03/2018 | 12/2019 |
| Unified Insurance Services | Tarzana | CA | 03/2018 | 09/2018 |
| Advantage Plus Insurance | Canoga Park | CA | 09/2018 | 12/2025 |
| Rey-Top Insurance Services | Monterey Park | CA | 08/2019 | 01/2026 |
| School First Federal Credit Union | Tustin | CA | 10/2019 | 12/2019 |
| Nexa Mortgage Llc | Chandler | AZ | 02/2020 | 09/2022 |
| Exp Realty | San Ramon | CA | 05/2020 | 09/2022 |
| E Mortgage Capital Inc. | Santa Ana | CA | 10/2021 | Present |
| Dynasty Real Estate, Inc. | Ontario | CA | 10/2021 | 07/2022 |
| Alta Realty Group Inc Ca | Newport Beach | CA | 05/2023 | Present |
| Trinhconsultinginc | Irvine | CA | 04/2022 | Present |
| Advantage Plus Insurance | Canoga Park | CA | 09/2018 | 12/2025 |
| Loan Factory Inc. | San Jose | CA | 01/2026 | Present |
| Rey-Top Insurance Services | Los Angeles | CA | 08/2019 | 01/2026 |
| Property Rental Income | Irvine | CA | 09/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. E Mortgage Capital Inc. / 1021-Present / Investment Related: No / 939 E Santa Ana Blvd., Santa Aca, CA 92701 / Mortgage Loan Originator - Real Estate Agent/ Mortgage Title / Hrs. Work Monthly: 120 / Sec Trading Hrs: 3 / I assist clients to understand the mortgage process, check if they are qualified and help them to apply for the mortgage. CALIFORNIA EXCHANGE INSURANCE CENTER; 17139 BELLFLOWER BLVD, STE 201, BELLFLOWER CA 90706; HEALTH CARE, MEDICARE; HEALTH INSURANCE AGENT; 3/2014; 40 HRS/MONTH; 10 HRS/MONTH; REVIEW CUSTOMER'S NEED FOR A HEALTH INSURANCE PLAN AND RECOMMEND ONE BASED ON THEIR AFFORDABILITY AND SUITABILITY ALTA REALTY GROUP INC CA POSITION: Real Estate Sale person NATURE: Real Estate Sales INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 3 START DATE: 05/01/2023 ADDRESS: 3416 Via Lido Ste E, Newport Beach CA 92663, United States DESCRIPTION: Providing guidance and assisting sellers and buyers in marketing and purchasing property for the right price under the best terms. Determining clients' needs and financials abilities to propose solutions that suit them. Performing comparative market analysis to estimate properties' value. TRINHCONSULTINGINC POSITION: Owner NATURE: Entity Ownership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/11/2022 ADDRESS: 4102 Blackfin Ave, Irvine CA 92620, United States DESCRIPTION: I just used it to get paid from already disclosed-OBAs. There has been no daily activities happened with this OBA. LOAN FACTORY INC. POSITION: Sale agent & Loan originator NATURE: Real Estate & Mortgage Broker INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 01/19/2026 ADDRESS: 2195 Tully Road, SAN JOSE CA 95122, United States DESCRIPTION: Providing guidance and assisting sellers to sell & buyers to acquire property for the right price under the best terms. Determining borrowers' needs and financials abilities to propose solutions that suit them. Performing comparative market analysis to estimate properties' value. COVERED CA POSITION: CERTIFIED INSURANCE AGENT NATURE: Health Insurance Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2013 ADDRESS: 1601 Exposition Blvd.,, Sacramento CA 95815, United States DESCRIPTION: I meet, call and enroll clients with suitable health insurance coverage in the CoveredCA individual MarketPlace. PROPERTY RENTAL INCOME POSITION: Landlord NATURE: Property management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 4102 Blackfin Ave, Irvine CA 92620, United States DESCRIPTION: I manage my own home and make it a welcome atmosphere & a clean place for students to study.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-06-19 |
| S65 | Uniform Investment Adviser Law Examination | 2011-12-01 |
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