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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 | 2025-05-15 |
| NC | RA | APPROVED | 2024-07-05 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
1835 W. Orangewood Ave. Suite 302, Orange, CA 92868 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-03 |
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