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2801 E Camelback Rd Suite 200, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-12 |
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
2801 E Camelback Rd Suite 200, Phoenix, AZ 85016 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | San Diego | CA | 09/2018 | 10/2019 |
| World Financial Group, Inc. | San Diego | CA | 07/2016 | 10/2019 |
| Lifetyme Financial Group, Llc | Phoenix | AZ | 09/2019 | Present |
| Lifetyme Financial Advisors | Brea | CA | 11/2019 | 06/2020 |
| Transamerica Financial Advisors, Inc. | San Diego | CA | 09/2018 | 10/2019 |
| University Of California, Irvine | Irvine | CA | 08/2010 | 08/2019 |
| Na | Brea | CA | 06/2020 | 08/2020 |
| Endeavor Advisors Llc | Brea | CA | 08/2020 | Present |
Life and Health agent. Receive commission from selling products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-11 |
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