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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-02-14
CA RA APPROVED 2012-01-06
  • NC RA
    APPROVED
    Since 2022-02-14
  • CA RA
    APPROVED
    Since 2012-01-06

Branch Locations

1314 G Street, Modesto, CA 95354 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
S.S.I. Super Stores Inc Lathrop CA 10/2010 01/2024
World Financial Group Modesto CA 06/2001 Present
Mark Gentry - Sole Proprietor Riverbank CA 10/2010 Present
Transamerica Financial Advisors, Inc Modesto CA 01/2012 Present
Core Value Investors Llc Riverbank CA 10/2018 10/2020
Rental Property Patterson CA 11/2022 Present
  • 10/2010 → 01/2024
    S.S.I. Super Stores Inc
    Lathrop, CA
  • 06/2001 → Present
    World Financial Group
    Modesto, CA
  • 10/2010 → Present
    Mark Gentry - Sole Proprietor
    Riverbank, CA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Modesto, CA
  • 10/2018 → 10/2020
    Core Value Investors Llc
    Riverbank, CA
  • 11/2022 → Present
    Rental Property
    Patterson, CA
Previous Registrations
  • 2009-05-07 → 2012-01-06
    Investment Advisors International, Inc.
    Modesto, CA
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. MARK GENTRY - SOLE PROPRIETOR/NO/2809 BRIDAL COURT RIVERBANK CA 95367 209.869.5187/OWNER/10/2010/CONCRETE WORK - HANDYMAN SERVICES RENTAL PROPERTY \ POSITION: Owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 223 N 4th St, Patterson CA 95363 \ DESCRIPTION: Manage and maintenance of property.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-04-14
S63 Uniform Securities Agent State Law Examination 2000-10-20
  • S65 Uniform Investment Adviser Law Examination
    2009-04-14
  • S63 Uniform Securities Agent State Law Examination
    2000-10-20

View on SEC IAPD

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