Dierra Lynne Morrow Bean

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2002 → Present
  Wfgia
  Sherman Oaks, CA
• 11/2005 → 05/2026
  To The T Notaries
  Los Angeles, CA
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Sherman Oaks, CA
• 05/2026 → Present
  Mj Marketing, Llc Dba Garcia & Sahni, Llp
  San Jose, CA
• 10/2012 → 06/2021
  Goldenlife Corporation
  Los Angeles, CA
• 12/2014 → 06/2021
  Aaa
  Costa Mesa, CA
• 04/2015 → 06/2021
  Professional Tutors Of America, Inc.
  Brea, CA
• 04/2015 → 06/2021
  Student International Housing, Inc.
  Los Angeles, CA
• 06/2015 → Present
  Benefitmall
  Culver City, CA
• 06/2021 → Present
  The Vault Cm, Llc
  Costa Mesa, CA
• 08/2021 → 05/2026
  Wfg Direct
  Sherman Oaks, CA
• 01/2016 → 03/2022
  Debtmerica
  Santa Ana, CA
• 11/2021 → 05/2026
  Lspn Pro
  Lindon, UT
• 03/2022 → Present
  Simpler Horizons
  Los Angeles, CA
• 04/2022 → Present
  Infinity Health Consultancy Agency
  Perris, CA
• 04/2023 → Present
  Stylish Bookings, Llc
  Santa Ana, CA
• 02/2025 → Present
  Champion Health, Inc.
  Scottsdale, AZ

Previous Registrations

• 2009-03-11 → 2012-01-06
  Investment Advisors International, Inc.
  Corona, CA
  Anaheim, CA
  Murietta, CA
  Northbrook, IL

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Infinity Health Consultancy Agency / 0422-Present / Investment Related: No / 22691 Norbert Perris, CA 92570 / Medicare Representative / Medicare Solutions / Hrs. Work Monthly:40 / Sec Trading Hrs: 2 / Assisting with Medicare plan enrollments BENEFITMALL; YES; 6167 BRISTOL PARKWAY, SUITE 104, CULVER CITY, CA 92612; 30HRS/MO; The Vault CM, LLC; no; 2900 Bristol St Bldg B STE 100 Costa Mesa, CA 92626; Promotional Marketing/Member 06/2021; 10/0/ occasional marketing of Apparel & other promotional items, approved with restrictions LSPN PRO/emp dates: 1121 TO PRESENT/ INVESTMENT RELATED: NO /address: 100 N STATE ST STE B LINDON, UT 84042 / position: REFERRAL REP/ nature of business: ESTATE PLANNING SERVICES/hrs work monthly: 3/Sec trading hrs: 1/ duties: AS NEEDED CLIENTS WILL BE REFERRED FOR ESTATE PLANNING SERVICES SIMPLER HORIZONS / INVESTMENT RELATED: NO / 145 S FAIRFAX AVE #200, LOS ANGELES CA 90036 / MEDICARE REPRESENTATIVE - PROVIDING QUALIFYING INDIVIDUALS WITH RESOURCES TO MAKE INFORMED DECISIONS ON SELECTING THE BEST MEDICARE PLANS FOR THEM / HOURS PER MONTH: 32 /HOURS DURING SECURITIES TRADING HOURS: 2/ APPROVED WITH RESTRICTIONS STYLISH BOOKINGS, LLC POSITION: LEASE MANAGER NATURE: SHORT TERM RENTAL MANAGEMENT INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 1 START DATE: 04/24/2023 ADDRESS: 3861 S BRISTOL STREET, #1041, SANTA ANA CA 92704, United States DESCRIPTION: I will be managing short-term leases, vetting guests and maintaining thecheck-in & check-out of the property. CHAMPION HEALTH, INC. POSITION: Representative/ Agent NATURE: Supplemental Health Insurance Benefits INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 02/21/2025 ADDRESS: 7272 E. Indian Road, Ste 540, Scottsdale AZ 85251, United States DESCRIPTION: As I build relationships with business owners and find prospects that are in need of health insurance employee benefits, I will present the Champ Plan (Seewww.champplan.com website) which offers employees accessto a Tele-Doctorsand is designed to increase the overall health of the employee, reducing the use ofurgent care visits and hospital admissions. This plan presents savings for the employer and employee. MJ MARKETING, LLC DBA GARCIA & SAHNI, LLP POSITION: REFERRAL REP NATURE: ESTATE PLANNING INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/07/2026 ADDRESS: 1602 DELUCA DRIVE, SAN JOSE CA 95131, United States DESCRIPTION: AS I HAVE FINANCIAL APPOINTMENTS WITH CLIENTS AND IDENTIFY A POTENTIAL NEED FOR ESTATE PLANNING, I WILL REFER THEM TO MEET WITH AN ATTORNEY FOR A FREE CONSULTATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-22
• S63 Uniform Securities Agent State Law Examination
  2003-04-12

Other Names

• Dierra Lynne Morrow
• Dierra Lynne Morrow