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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-03 |
| CA | RA | APPROVED | 2024-06-26 |
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 | 07/2022 | Present |
| Wfgia | Irvine | CA | 07/2016 | Present |
| Faraday Future | Gardena | CA | 11/2020 | 11/2022 |
| Unemployed | Los Angeles | CA | 07/2020 | 11/2020 |
| Karma Automotive | Irvine | CA | 06/2019 | 07/2020 |
| Unemployed | Los Angeles | CA | 03/2019 | 06/2019 |
| Indi Ev | Vernon | CA | 01/2019 | 03/2019 |
| Faraday Future | Gardena | CA | 04/2018 | 01/2019 |
| Toyota Motor North America | Saline | MI | 07/2016 | 04/2018 |
| Heliogen | Long Beach | CA | 11/2022 | 10/2023 |
| Townhouse | Marina Del Rey | CA | 06/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc TOWNHOUSE POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/30/2025 ADDRESS: 310 Washington Blvd, Unit 304, Marina Del Rey CA 90292, United States DESCRIPTION: Property Rental
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-23 |
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