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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 | 2022-01-10 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
1835 W. Orangewood Ave. Suite 102, Orange, CA 92868 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Orange | CA | 06/2001 | Present |
| Rental Property | Rancho Cucamonga | CA | 01/2011 | Present |
| Transamerica Financial Advisors, Inc | Orange | CA | 01/2012 | Present |
| Destiny Builder 2 Llc | Rowland Heights | CA | 05/2013 | 09/2019 |
| Destiny Builders 8, Llc | Rowland Heights | CA | 10/2015 | 10/2020 |
| Aetna | Hartford | CT | 06/2016 | 09/2019 |
| Tu Enterprise | Irvine | CA | 02/2021 | Present |
| Destiny Builders 8, Llc | Rowland Heights | CA | 04/2025 | Present |
"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Tu Enterprise / 0221-Present / Investment Related: No / 800 Roosevelt, #310 Irvine, CA 92620 /Managing Member / Payroll & Tax purpose / Hrs Work Monthly: 20 / Sec Trading Hrs: 1 / Paying payroll for secretary and misc. office expenses. Rental Property/ 0111-Present/ Investment Related: No/11733 Rapallo Drive Rancho Cucamonga, CA 91701/owner / Rental Property / Hrs Work Monthly: 0 / Sec Trading Hrs:0 /Collect Rent DESTINY BUILDERS 8, LLC POSITION: CFO NATURE: Collecting Rent and pay landlord INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/08/2025 ADDRESS: 2834 Blandford Drive, Rowland Heights CA 91748, United States DESCRIPTION: Collecting Rent and pay landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-08 |
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