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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 | 2026-08-04 |
Branch Locations
515 Marin Street Suite 408, Thousand Oaks, CA 91360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Thousand Oaks | CA | 12/2024 | Present |
| Wfgia | Thousand Oaks | CA | 04/2023 | Present |
| Nk Developments | South Bend | IN | 10/2022 | 03/2024 |
| Student | South Bend | IN | 08/2019 | 05/2023 |
| Doordash | San Francisco | CA | 11/2018 | 06/2023 |
| Student | Newbury Park | CA | 08/2014 | 06/2019 |
| Rental Property | South Bend | IN | 03/2022 | Present |
| Culver Place Llc | Newbury Park | CA | 09/2022 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). RENTAL PROPERTY/Investment Related - No/1031 Culver Place South Bend IN, 46616 and 1308 Kinyon St South Bend IN, 46616/Rental property, collect rent and pay mortgage/Owner/03.2022/5/5/Owner CULVER PLACE LLC POSITION: Member NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2022 ADDRESS: 39 Ilex Dr, Newbury Park CA 91320, United States DESCRIPTION: This does not require any daily activities, it is a passive rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-05 |
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