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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
NJ RA APPROVED 2021-03-25
CA RA APPROVED 2012-01-06
  • NJ RA
    APPROVED
    Since 2021-03-25
  • CA RA
    APPROVED
    Since 2012-01-06

Branch Locations

16870 W. Bernardo Dr., San Diego, CA 92127 • 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
Wfgia San Diego CA 02/2003 Present
Transamerica Financial Advisors, Inc San Diego CA 01/2012 Present
Rental Property Bonita CA 02/2002 Present
Life Worth Living Bonita CA 12/2016 Present
Aflac Insurance Agency La Mesa CA 07/2018 Present
Netlaw Inc. Louisville KY 03/2019 Present
Wfg Direct San Diego CA 08/2021 Present
  • 02/2003 → Present
    Wfgia
    San Diego, CA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    San Diego, CA
  • 02/2002 → Present
    Rental Property
    Bonita, CA
  • 12/2016 → Present
    Life Worth Living
    Bonita, CA
  • 07/2018 → Present
    Aflac Insurance Agency
    La Mesa, CA
  • 03/2019 → Present
    Netlaw Inc.
    Louisville, KY
  • 08/2021 → Present
    Wfg Direct
    San Diego, CA
Previous Registrations
  • 2008-01-24 → 2012-01-06
    Investment Advisors International, Inc.
    Poway, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc RENTAL PROPERTY, 5708 SWEETWATER RD, BONITA, CA, 91902, NON-INVESTMENT RELATED, PROPERTY CO-OWNER/LANDLORD, START 2/1/2002, 0 HRS/MO. LIFE WORTH LIVING/NO/5710 SWEETWATER RD, BONITA, CA, 91902/PROFESSIONAL SPEAKING/SPEAKER/12.01.2016/5/0/FINDING SPEAKING OPPORTUNITIES AND DELIVERING CONTENT. AFLAC INSURANCE AGENCY / 0718-PRESENT / INVESTMENT RELATED: YES / 8220 UNIVERSITY AVE. LA MESA, CA 91942 / AGENT / DISABILITY INSURANCE / HRS WORK MONTHLY: 1 / SEC TRADING HRS: 0 / REFER POTENTIAL CLIENTS FOR DISABILITY INSURANCE. NETLAW / 03/2018 - PRESENT / INVESTMENT RELATED: NO / 12910 SHELBYVILLE RD SUITE 124 LOUISVILLE KY 40243 / SALES AGENT / HRS OF WORK MONTHLY 2 / SEC TRADING HOURS 0 / SELLING LEGAL DOCUMENT STORAGE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-04-03
S63 Uniform Securities Agent State Law Examination 2003-06-16
  • S65 Uniform Investment Adviser Law Examination
    2007-04-03
  • S63 Uniform Securities Agent State Law Examination
    2003-06-16
Other Names
  • Lenka Pesak
  • Lenka Wright

View on SEC IAPD

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