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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 | 2017-10-17 |
Branch Locations
11344 Coloma Rd Suite 240, Gold River, CA 95670 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evolution Of Life, Inc. | Monrovia | CA | 05/2015 | Present |
| Desser Holdings | Montebello | CA | 03/2017 | 04/2020 |
| Transamerica Financial Advisors, Inc | Gold River | CA | 04/2017 | Present |
| World Financial Group, Inc. | Gold River | CA | 11/2016 | Present |
| Accounting Principals | Los Angeles | CA | 01/2017 | 01/2017 |
| David Phoenix, Inc. | West Hollywood | CA | 05/2016 | 01/2017 |
| Beth Doehler, Tax Preparer | Monrovia | CA | 11/1998 | Present |
| Villa L'AUberge Owners Association | Carlsbad | CA | 03/2002 | Present |
| Beth Doehler, Notary Public | Monrovia | CA | 11/1990 | Present |
| Stella Health Insurance Agency | Commerce | CA | 10/2020 | Present |
| Robert Half/Account Temps | Ontario | CA | 12/2020 | Present |
| Urban Compass | New York | NY | 02/2021 | Present |
| Champion Health, Inc. | Scottsdale | AZ | 09/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. VILLA L'AUBERGE OWNER ASSOCIATIONS; 3/9/2002; PRESIDENT, BOARD OF DIRECTORS; INVESTMENT RELATED-NO; 5900 PASTEUR COURT STE 200 CARLSBAD CA 92008; HOURS 2; PRESIDE OVER QUARTERLY BOARD MEETINGS, ANNUAL OWNERS MEETING, BUDGET MEETING; APPROVED WITH RESTRICTIONS BETH DOEHLER, TAX PREPARER; 11/30/1998; SOLE PROPRIETOR; INVESTMENT RELATED-NO; PO BOX 2072 MONROVIA CA 91017; HOURS 10; TAX PREPARATION DURING TAX SEASON FOR INDIVIDUALS AND SMALL BUSINESSES. LESS THAN 20 CLIENTS EACH YEAR; APPROVED WITH RESTRICTIONS EVOLUTION OF LIFE, INC./Investment Related - No/P.O. BOX 2072, MONROVIA, CA 91017 626-665-3023/CORPORATION CREATED 2 YEARS AGO TO PROVIDE BUSINESS, ACCOUNTING, TAX CONSULTING FOR SMALL BUSINESSES. THERE HAS BEEN NO ACTIVITY./PRESIDENT / TREASURER/04.2015/10/0/CONSULTING, BOOKKEEPING, TAX PREPARATION FOR SMALL BUSINESSES. Beth Doehler, Notary Public/1190-present / INVESTMENT RELATED: NO / P.O Box 2072 Monrovia, CA 91017 / Notary Public /Notary Public/ hrs work monthly: .05 / Sec trading hrs: 0 / occasional notarization of signature Stella Health Insurance Agency/No/5900 S Eastern Ave. Suite 158 Commerce CA 90040/Medicare Insurance/Sales Representative/10/15/2020/40/2/present and sell Medicare Insurance options to existing and potential Medicate Eligible Beneficiaries ROBERT HALF/ACCOUNT TEMPS / INVESTMENT RELATED: NO / 3633 INLAND EMPIRE BLVD SUITE 955, ONTARIO CA 91764 / STAFF ACCOUNTANT - ACCOUNTING SUPPORT ON A TEMPORARY BASIS / HOURS PER MONTH: 160 / HOURS DURING SECURITIES TRADING HOURS: 6 / APPROVED WITHOUT RESTRICTIONS URBAN COMPASS / INVESTMENT RELATED: NO / COMMISSION SPECIALIST - CALCULATE REALTOR COMMISSIONS, RESEARCH ERRORS AND CORRECT. NO SECURITIES OR SALES INVOLVED, NO CHECK SIGNING AUTHORITY. HOURLY, NON-EXEMPT POSITION / 90 5TH AVENUE NEW YORK, NY 10011 / HOURS PER MONTH: 160 / HOURS DURING SECURITIES TRADING HOURS: 5/ APPROVED WITHOUT RESTRICTIONS CHAMPION HEALTH, INC. POSITION: agent NATURE: Health Insurance Supplement INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/22/2023 ADDRESS: 7272 E Indian School Rd., #540, Scottsdale AZ 85251, United States DESCRIPTION: Contacting employers regarding the employer/employee of the benefits the Champ Plan offers. (See www.champplan.com website) benefits are too numerous to list. One of the benefits to the employee is having access to a Tele-Doc. Champ Plan is designed to increase the overall health of the employee, therefore, reducing the use of urgent care visits and hospital admissions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-01 |
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