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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-28 |
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-10-03 |
Branch Locations
11421 Chester Road, Cincinnati, OH 45246 • United States
Reseda, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Woodland Hills | CA | 06/2001 | 05/2019 |
| Gerardo Camacho - Real Estate | Reseda | CA | 12/2006 | Present |
| Gerardo T Camacho - Tax Prep | Reseda | CA | 12/2007 | Present |
| Transamerica Financial Advisors, Inc | Woodland Hills | CA | 01/2012 | 12/2019 |
| Foumberg Juneja & Co | Encino | CA | 08/2015 | 11/2017 |
| Transamerica Financial Advisors, Inc | Cincinnati | OH | 11/2021 | Present |
| Wfgia | Cincinnati | OH | 08/2019 | Present |
| Revolution Financial Management | Reseda | CA | 01/2023 | Present |
| Wealthwave | Reseda | CA | 01/2023 | Present |
| New Law | Louisville | KY | 07/2024 | Present |
| World System Builders (Wsb) | Reseda | CA | 01/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors. WSB- co-brand utilized by WFG agents (not a WFG company)- not an employee or an officer/director, no compensation Wealthwaver | Marketing | Yes - investment related | 1/2023 | Reseda, CA | co brand company World System Builders (WSB) | marketing | yes - investment related | 1/2023 | cobrand company Revolution Financial Management | Marketing | yes investment related | 01/2023 |Reseda, CA | co-brand company Gerardo T. Camacho - Real Estate / 1208-Present / Investment Related: No / 18420 Elkwood Street Reseda, CA 91335 / Owner / Potential purchase of, selling / Hrs. Work Monthly: 5 / Sec Trading Hrs: 5 / Potential purchase, selling and or renting of Real Estate. GERARDO T CAMACHO - TAX PREP,18240 ELKWOOD STREET,RESEDA CA 91335, NON INVESTMENT RELATED, START DATE 12/01/2007,INDEPENDENT CONTRACTOR, 20HRS PER MONTH NEW LAW \ POSITION: Associate NATURE: Trusts INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/31/2024 \ ADDRESS: 12910 Shelby Rd, Suite 124, Louisville KY 40243 \ DESCRIPTION: Refer clients to Net Law so they can get their estate planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-06 |
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