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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 | 2026-01-02 |
| NJ | RA | APPROVED | 2026-01-02 |
| NC | RA | APPROVED | 2024-06-25 |
| TX | RA | APPROVED_RES | 2020-05-29 |
Branch Locations
133 E Bonita Ave Suite 202, San Dimas, CA 91773 • 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 |
|---|---|---|---|---|
| Hansen Professional Services | Palmdale | CA | 05/2016 | 06/2017 |
| Transamerica Financial Advisors, Inc | Pasadena | CA | 06/2017 | 04/2018 |
| World Financial Group, Inc. | Pasadena | CA | 07/2016 | Present |
| Transamerica Financial Advisors, Inc | Pasadena | CA | 05/2019 | Present |
| Netlaw | Louisville | KY | 01/2019 | 01/2025 |
| Calchoice | Orange | CA | 10/2016 | Present |
| Tokio Marine Hcc Medical | Indianapolis | IN | 08/2019 | Present |
| Legal Shield | Ada | OK | 06/2020 | 07/2025 |
| State Of California, Acting By And Through The California Health | Sacramento | CA | 03/2020 | 10/2025 |
| A Better Tomorrow Education | Whittier | CA | 12/2019 | 09/2020 |
| Wfg Direct | Pasadena | CA | 08/2021 | 12/2025 |
| Revolution Financial Management | San Dimas | CA | 07/2016 | Present |
| Antelope Valley Foursquare Church | Palmdale | CA | 08/2025 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Revolution Financial Management |San DimasCaliforniaUnited States | 07/2016 | investment related | approved co-brand company through WFGIA CalChoice / 1016-Present/ Investment Related: No / 721 South Parker Suite 200 Orange, Ca 92868/ Independent Contractor / Health Insurance Sales/ Hrs Work Monthly: 1 / Sec Trading Hrs: 0 / Soliciting businesses for their health insurance group needs Tokio Marine HCC Medical/0819-Present/ Investment Related: No/251 North Illinois Street Suite 600 Indianapolis, IN 46204/ Independent Contractor/Individual health insurance policies / Hrs Work Monthly: / Sec Trading Hrs: / soliciting health insurance to individuals ANTELOPE VALLEY FOURSQUARE CHURCH POSITION: Discipleship Pastor NATURE: Part-Time Associate Pastor INVESTMENT RELATED: No NUMBER OF HOURS: 87 SECURITIES TRADING HOURS: 3 START DATE: 08/24/2025 ADDRESS: 39625 20th St W, Palmdale CA 93551, United States DESCRIPTION: I will be responsible for the oversight and management of church ministries. These ministries include Life Group's (aka Home Groups), Men's Ministry, and Support Groups (grief, recovery, and care-specific topics).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-15 |
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