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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
TX RA APPROVED_RES 2022-05-17
CA RA APPROVED 2012-01-06
  • TX RA
    APPROVED_RES
    Since 2022-05-17
  • CA RA
    APPROVED
    Since 2012-01-06

Branch Locations

1036 W Robinhood Dr #206, Stockton, CA 95207 • 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
Gordito Burrito, Inc Scaramento CA 02/1991 Present
Wfgia Stockton CA 06/2001 Present
Muela And Associates Stockton CA 12/2004 01/2017
Muela & Assoc Mountain House Financial Pass Thru Account Tracy CA 06/2004 06/2017
Vaught And Muela Insurance Services Stockton CA 06/2010 Present
Transamerica Financial Advisors, Inc Stockton CA 01/2012 Present
Rental Real Estate Stockton CA 07/2007 Present
United American Insurance Company Mckinney TX 11/2015 Present
Blue Shield Of California Life & Health Ins Co Lodi CA 04/2016 Present
Melvin Muela Pass Through Lodi CA 06/2017 Present
Life Song Of Stockton Stockton CA 11/2017 Present
Wash & Post Inc Stockton CA 11/2022 Present
Champion Health, Inc. Scottsdale AZ 12/2023 Present
  • 02/1991 → Present
    Gordito Burrito, Inc
    Scaramento, CA
  • 06/2001 → Present
    Wfgia
    Stockton, CA
  • 12/2004 → 01/2017
    Muela And Associates
    Stockton, CA
  • 06/2004 → 06/2017
    Muela & Assoc Mountain House Financial Pass Thru Account
    Tracy, CA
  • 06/2010 → Present
    Vaught And Muela Insurance Services
    Stockton, CA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Stockton, CA
  • 07/2007 → Present
    Rental Real Estate
    Stockton, CA
  • 11/2015 → Present
    United American Insurance Company
    Mckinney, TX
  • 04/2016 → Present
    Blue Shield Of California Life & Health Ins Co
    Lodi, CA
  • 06/2017 → Present
    Melvin Muela Pass Through
    Lodi, CA
  • 11/2017 → Present
    Life Song Of Stockton
    Stockton, CA
  • 11/2022 → Present
    Wash & Post Inc
    Stockton, CA
  • 12/2023 → Present
    Champion Health, Inc.
    Scottsdale, AZ
Previous Registrations
  • 2009-02-26 → 2012-01-06
    Investment Advisors International, Inc.
    Ripon, CA
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Champion Health, Inc.ScottsdaleArizonaUnited StatesNoAgent 12/2023PRESENT Melvin Muela Pass Through/no/P/O Box 1381 Lodi CA 95241/Account Owner-Sole Proprietor/1/ RENTAL REAL ESTATE, INVESTMENT RELATED - NO,ADDRESS - 1843 BRISTOL AVENUE, STOCKTON, CA, NATURE OF BUSINESS - RENTAL INCOME PROPERTY, POSITION, TITLE OR RELATIONSHIP WITH THE OTHER BUSINESS - PRESIDENT, START DATE - 7/1/2007, HRS/MO DEVOTED TOWARD BUSINESS - 8. LIFE LONG STOCKTON/ 1.1.2018/ NON INVESTMENT RELATED/ BOARD MEMBER/ 3034 MICHIGAN AVE STOCKTON CA 95204/ MEETINGS ONCE A QTR/ 1HRS/MTH/ APPROVED WITHOUT RESTRICTIONS VAUGHT AND MUELA INSURANCE SERVICES/no/17910 murphy pkwy lathrop ca 95330/partnership oversee operations - 5-2010/ sell property + casualty insurance/partner WASH & POST INC POSITION: Owner NATURE: Laundromat INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 2704 Country Club Blvd, Stockton CA 95204, United States DESCRIPTION: Owner support to Staff GORDITO BURRITO, INC / 02/1991 / Investment Related: No / SCARAMENTO, CA / Owner / NA/ Hrs. Work Monthly:0 / Sec Trading Hrs.:0 / NA UNITED AMERICAN INSURANCE COMPANY; 11/01/2015; YES INV RELATED; 3700 S. STONEBRIDGE DRIVE, MCKINNEY, TX 75050; MARKET MEDICARE SUPPS; MEDICARE SUPPLEMENT POLICIES; 5 HRS/MO; 0 TRADING; MARKET MEDICARE SUPPLEMENTS. BLUE SHIELD OF CALIFORNIA AND BLUE SHIELD OF CALIFORNIA LIFE & HEALTH INSURANCE COMPANY/PRODUCER/INVESTMENT RELATED-NO/P.O. BOX 2630, LODI, CA 95241/4-1-2016/5/0/SELL MEDICARE SUPPLEMENT POLICY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-12-31
S63 Uniform Securities Agent State Law Examination 2001-03-17
  • S65 Uniform Investment Adviser Law Examination
    2008-12-31
  • S63 Uniform Securities Agent State Law Examination
    2001-03-17

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