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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-05-04 |
| NC | RA | APPROVED | 2020-08-17 |
| TX | RA | APPROVED_RES | 2020-08-13 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
3505 Camino Del Rio South, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scripps Memorial Hospital | San Diego | CA | 01/1996 | Present |
| Wfgia | San Diego | CA | 06/2001 | Present |
| Blue Cross | San Bernardino | CA | 09/2003 | 09/2016 |
| Elliotts Cabins | Big Bear City | CA | 09/2008 | Present |
| Transamerica Financial Advisors, Inc | San Diego | CA | 01/2012 | Present |
| Esc Venture | San Diego | CA | 11/2012 | Present |
| Cub Scouts Treasurer For Pack 948 | Sna Diego | CA | 10/2015 | 12/2023 |
| Pulsabilities | San Diego | CA | 11/2022 | Present |
| Noonan Management Partners | San Diego | CA | 11/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc ESC VENTURE, 5043 DUCOS PLACE SAN DIEGO CA 92124, 11/08/2012, NON-INVESTMENT RELATED, OWNER OF THE BANK ACCOUNT FOR PASS-THROUGH, ESC VENTURE IS A COMPANY TO COLLECT RENT FOR OUR OFFICE (PASS-THROUGH), 8 HOURS PER MONTH PULSABILITIES POSITION: OWNER-CEO NATURE: OFFER HEALTH AND WELLNESS ACTIVITIES TO ORGANIZATIONS INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 3 START DATE: 11/01/2022 ADDRESS: 10411 OROZCO ROAD, SAN DIEGO CA 92124, United States DESCRIPTION: I WILL BE OFFERING ORGANIZATIONS THE ABILITY TO IMPLEMENT MY PROGRAM-HELPING TO DEVELOP TEAMS, TEAM CAPTAINS, ORGANIZING ACTIVITIES, DEVELOP AN APP TO TRACK ACTIVITY. MOST OF THE WORK WILL BE REMOTE, MANAGING COMMUNICATION WITH THE ORGANIZATION, MANAGING INPUTTED DATA OF NUTRITION, PHYSICAL AND MENTAL HEALTH DATA. NOONAN MANAGEMENT PARTNERS POSITION: Owner NATURE: Hire our children to do clerical work INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 11/25/2022 ADDRESS: 10411 Orozco Road, San Diego CA 92124, United States DESCRIPTION: WE are using this DBA to hire our children to do clerical work around the office, manage social media for our home in big bear etc ELLIOTTS CABINS INVESTMENT RELATED: NO OWNER 09/01/2008 BIG BEAR CITY CA SCRIPPS MEMORIAL HOSPITAL INVESTMENT RELATED: NO NURSE 01/01/1996 SAN DIEGO, CA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-19 |
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