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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 | 2022-05-17 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
1036 W Robinhood Dr #206, Stockton, CA 95207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-17 |
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