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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 2025-05-15
NC RA APPROVED 2024-07-05
CA RA APPROVED 2012-01-06
  • TX RA
    APPROVED_RES
    Since 2025-05-15
  • NC RA
    APPROVED
    Since 2024-07-05
  • CA RA
    APPROVED
    Since 2012-01-06

Branch Locations

1835 W. Orangewood Ave. Suite 302, Orange, CA 92868 • 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
World Financial Group Orange CA 06/2001 Present
Nextier Orange CA 05/2008 03/2021
Warner Pacific Westlake Village CA 09/2008 Present
Brian Payne - Rental Property Garden Grove CA 10/2007 Present
Transamerica Financial Advisors, Inc Orange CA 01/2012 Present
Coldwell Banker Residential Irvine CA 09/2013 03/2021
Health Insurance Services Fountain Valley CA 12/2013 Present
Pacific Coast Learning Center Westminster CA 09/2018 Present
Applied Ga Anaheim CA 08/2018 Present
Home Sweet Home Realty Llc La Miranda CA 05/2021 Present
Chrysalis Insurance Agency Costa Mesa CA 08/2021 Present
Brian Payne - Rental Property 2 Orange CA 06/2023 Present
Morgan White Group Ridgeland MS 06/2023 Present
Dickerson Insurance Los Angeles CA 06/2023 Present
World System Builders (Wsb) Alviso CA 09/2023 Present
Educational Freedom Foundation Westminster CA 11/2024 Present
  • 06/2001 → Present
    World Financial Group
    Orange, CA
  • 05/2008 → 03/2021
    Nextier
    Orange, CA
  • 09/2008 → Present
    Warner Pacific
    Westlake Village, CA
  • 10/2007 → Present
    Brian Payne - Rental Property
    Garden Grove, CA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Orange, CA
  • 09/2013 → 03/2021
    Coldwell Banker Residential
    Irvine, CA
  • 12/2013 → Present
    Health Insurance Services
    Fountain Valley, CA
  • 09/2018 → Present
    Pacific Coast Learning Center
    Westminster, CA
  • 08/2018 → Present
    Applied Ga
    Anaheim, CA
  • 05/2021 → Present
    Home Sweet Home Realty Llc
    La Miranda, CA
  • 08/2021 → Present
    Chrysalis Insurance Agency
    Costa Mesa, CA
  • 06/2023 → Present
    Brian Payne - Rental Property 2
    Orange, CA
  • 06/2023 → Present
    Morgan White Group
    Ridgeland, MS
  • 06/2023 → Present
    Dickerson Insurance
    Los Angeles, CA
  • 09/2023 → Present
    World System Builders (Wsb)
    Alviso, CA
  • 11/2024 → Present
    Educational Freedom Foundation
    Westminster, CA
Previous Registrations
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. World System Builders (WSB) | WFGIA Co-Brand Company | Yes investment related | 09/01/2023 | marketing | Alviso, CA Chrysalis Insurance Agency | NOT INVESTMENT-RELATED| Property and Casualty | Agent | https://www.ciapro.net | 3001 Red Hill Ave Ste 2-226 Costa Mesa, CA 92626 | START DATE: 8/16/2021 | 5HR/MO-1HR DURING TRADING | Property and Casualty sales. Home Sweet Home Realty LLC / 0521-Present / Investment Related: Yes/15902 E. Imperial Hwy La Miranda, CA 90638 / Agent / Residential Real Estate / Hrs Work Monthly: 6 / Sec Trading Hrs: 6 / Residential real Estate sales. HEALTH INSURANCE SERVICES; NOT INVESTMENT RELATED; 8588 WOODPECKER AVE, FOUNTAIN VALLEY CA 92798; INDIVIDUAL, FAMILY, AND GROUP SALES FOR HEALTH INSURANCE. COMPANIES REPRESENTED WILL BE ANTHEM/BLUE CROSS, BLUE SHIELD/CARE TRUST, KAISER, CIGNA, CALIFORNIA CHOICE, COVERED CA.; AGENT; 12/2013; 8 HRS/MONTH; SALES PACIFIC COAST LEARNING CENTER / 0918-PRESENT / INVESTMENT RELATED: NO /6400 WESTMINSTER, CA 92683 / TEACHER / TEACH SCHOOL CLASSES TO HOMESCHOOL CHILDREN. / HRS WORK MONTHLY: 6 / SEC TRADING HRS: 1/ TEACH HOMESCHOOL CLASSES. DURING SCHOOL YEAR) APPLIED GA/ 0818-PRESENT / INVESTMENT RELATED: NO /1040 N. TUSTIN AVE. ANAHEIM, GA 92807 / AGENT / MEDICARE AGENCY / HRS WORK MONTHLY: 4 / SEC TRADING HRS: 1/ MEDICARE ADVANTAGE PLAN SALES. Warner Pacific/no/Westlake Village,CA/PROVIDE HEALTH AND DENTAL INSURANCE 09/2008 BRIAN PAYNE - RENTAL PROPERTY - NO/GARDEN GROVE CA/LANDLORD-10/2007/RENTING OUT MY HOME THAT I LIVED IN BECAUSE I BOUGHT A NEW HOME - COLLECT MONTHLY RENT BRIAN PAYNE - RENTAL PROPERTY 2 POSITION: Rentee NATURE: Rent office space INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2023 ADDRESS: 1835 W Orangewood Ave Ste 302, Orange CA 92868-2092, United States DESCRIPTION: Rent office space in office to others. MORGAN WHITE GROUP POSITION: Dental Insurance Agent NATURE: Dental insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/26/2023 ADDRESS: 500 Steed Rd, Ridgeland MS 39157, United States DESCRIPTION: Provide Dental insurance DICKERSON INSURANCE POSITION: Health Insurance Agent NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/26/2023 ADDRESS: 1918 Riverside Drive, Los Angeles CA 90039, United States DESCRIPTION: Provide health insurance EDUCATIONAL FREEDOM FOUNDATION POSITION: Treasurer NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 6400 Westminster Blvd, Westminster CA 92683, United States DESCRIPTION: Quarterly Board Meeting

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-10-02
S63 Uniform Securities Agent State Law Examination 1998-10-03
  • S65 Uniform Investment Adviser Law Examination
    2004-10-02
  • S63 Uniform Securities Agent State Law Examination
    1998-10-03
Other Names
  • Brian E Payne

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