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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 |
| TX | RA | APPROVED_RES | 2023-12-11 |
Branch Locations
21221 S Western Ave Suite 110, Torrance, CA 90501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Torrance | CA | 01/2006 | Present |
| Transamerica Financial Advisors | Torrance | CA | 01/2012 | Present |
| Debtmerica Relief | Santa Ana | CA | 08/2012 | 09/2022 |
| Synergy Financial | Torrance | CA | 01/2022 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Synergy FinancialTorranceCaliforniaUnited StatesYesNone 01/2022PRESENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-13 |
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