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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 | 2017-04-04 |
| CA | RA | APPROVED | 2017-01-27 |
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 | 08/2016 | Present |
| Wfgia | San Diego | CA | 09/2012 | Present |
| Ale Holdings, Inc. | San Diego | CA | 09/2022 | Present |
| Elevate Financial Partners Llc | San Diego | CA | 05/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc ALE HOLDINGS, INC POSITION: President NATURE: Business accounting purposes INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 2400 Community Lane, 62, San DIego CA 92108, United States DESCRIPTION: Business administration for Alex Le. ELEVATE FINANCIAL PARTNERS LLC POSITION: President NATURE: website marketing / DBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2025 ADDRESS: 6050 Santo Road, ste 100D, San Diego CA 92124, United States DESCRIPTION: maintain and update website needs. Content, bios, pictures, etc. It should not be much time commitment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-26 |
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