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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-29 |
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
6050 Santo Road Suite 100-C, San Diego, CA 92124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | San Diego | CA | 10/2022 | Present |
| World Financial Group, Inc. | San Diego | CA | 07/2010 | Present |
| F3 Insurance Llc | San Diego | CA | 09/2020 | 09/2022 |
| Primoris Renewable Energy | Aurora | CO | 03/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC PRIMORIS RENEWABLE ENERGY POSITION: Toolroom Manager NATURE: Employee INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/12/2024 ADDRESS: 3800 Lewiston St Suite 300, Aurora CO 80011, United States DESCRIPTION: Maintain ,calibrate and check in/check out tools such as drills, torque wrenches, generators.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-20 |
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