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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_RES | 2024-08-01 |
| CA | RA | APPROVED | 2021-05-05 |
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 | 01/2018 | Present |
| World Financial Group, Inc. | San Diego | CA | 12/2015 | Present |
| St. Joseph Hospital | Orange | CA | 11/2001 | Present |
| F3 Insurance Services Llc | San Diego | CA | 11/2017 | Present |
| University Of California Irvine | Orange | CA | 02/2020 | 10/2020 |
| Pavillion Surgery Center, A Division Of St Joseph Hospital | Orange | CA | 11/2020 | 05/2024 |
| Wfg Direct | Santa Ana | CA | 07/2020 | Present |
| Tax Services | Santa Ana | CA | 05/2024 | 07/2024 |
"Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC." ST. JOSEPH HOSPITAL/Investment Related - No/1100 WEST STEWART DRIVE, ORANGE, CA 92868/Hospital/Registered Nurse/11.2001/80/0/taking care of patients in Post Anesthesia Care Unit F3 INSURANCE SERVICES LLC/Investment Related - No/6050 SANTO ROAD, SUITE 100T, SAN DIEGO, CA 92124 PHONE NUMBER (858) 224-5170/Provide services related to Medicare Advantage (MA amp; MAPD), Medicare Special Needs (SNP), Prescription Drug(PDP), Private Fee For Service (PFFS), Preferred Provider Organization (PPO), Individual and Group Health Insurance./agent/11.2017/10/0/The providers I am soliciting as an agent with F3 Insurance Services LLC jare: Aetna, Anthem Blue Cross, Blue Shield of California, First Health, Health Net, Kaiser Permanente, and Molina Healthcare.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-16 |
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