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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 | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1 Technology Drive Suite J709, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Irvine | CA | 04/2022 | Present |
| World Financial Group, Inc. | Irvine | CA | 05/2018 | Present |
| First American Title Insurance Co | Santa Ana | CA | 07/2019 | 12/2023 |
| Global Systems Llc | Clarksville | MD | 01/2019 | 06/2019 |
| Profit Recovery Partners Llc | Costa Mesa | CA | 12/2014 | 12/2018 |
| Rental Property | Aliso Viejo | CA | 09/2010 | Present |
| Synoptek | Irvine | CA | 12/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. RENTAL PROPERTY/Investment Related - Yes/29 Northern Pine Loop, Aliso Viejo, CA 92656. Phone: 949-233-5904/The rental property was my previous residence and is currently rented from 09/2010 after moved to new home in Irvine, CA./Co-Owner/09.2010/2/0/Manage the property with husband SYNOPTEK POSITION: Business Intelligence Architect NATURE: Information Technology INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 4 START DATE: 12/11/2023 ADDRESS: 19520 Jamboree Road, Suite #110, Irvine CA 92612, United States DESCRIPTION: Provide data analytics expertise
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-26 |
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