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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| FL | RA | APPROVED | 2026-01-02 |
| NJ | RA | APPROVED | 2026-01-02 |
| NC | RA | APPROVED | 2020-10-23 |
| TX | RA | APPROVED_RES | 2020-07-02 |
Branch Locations
601 Cleveland St Suite 501-24, Clearwater, FL 33755 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Clearwater | FL | 10/2003 | Present |
| Church Of Scientology | Los Angeles | CA | 06/1979 | Present |
| Dynamic Expansion, Inc | La Cresenta | CA | 02/2011 | Present |
| Transamerica Financial Advisors | Clearwater | FL | 01/2012 | Present |
| Warner Pacific Insurance Services | Westlake Village | CA | 10/2012 | Present |
| Burbank System Builders | Burbank | CA | 10/2012 | 05/2019 |
| Cloudtec Llc | Henderson | NV | 05/2013 | Present |
| Tridant Enterprises | La Crescenta | CA | 11/2015 | 11/2022 |
| Global Expansion Management | La Crescenta | CA | 01/2016 | 01/2024 |
| The Ice Cream Store Llc | Burbank | CA | 05/2016 | 11/2022 |
| How To Be A Dad | Pasadena | CA | 12/2017 | Present |
| All For One Inc | Alpharetta | GA | 07/2018 | Present |
| United Realty Center Inc | Riverside | CA | 01/2019 | Present |
| Delphi Academy Of Los Angeles | Lake View Terrace | CA | 01/2019 | Present |
| Cmg Financial Services | Coronado | CA | 02/2019 | Present |
| Skyrocket Inc | Lakewood | CO | 02/2020 | Present |
| Debtmerica, Llc | Santa Ana | CA | 01/2020 | 03/2022 |
| The Coleman Nation Llc | Dunedin | FL | 06/2021 | Present |
| Dynex Group Benefits Solutions Llc (Pending) | Clearwater | FL | 03/2025 | Present |
| Dynex Mortgage Solutions, Llc | Clearwater | FL | 03/2025 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Dynamic Expansion is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency, an insurance agency affiliate of Transamerica Financial Advisors, LLC.; The Coleman Nation LLC / 0621-Present / Investment Related: No /1497 Main St, Unit 239 Dunedin, FL 34698 / Owner / social media Company / Hrs Work Monthly: 10 / Sec Trading Hrs: 0 / Content creation, social media interaction; WARNER PACIFIC INSURANCE SERVICES, 32110 AGOURA ROAD WESTLAKE VILLAGE CA 91361, 10/05/2012, NON-INVESTMENT RELATED, INDEPENDENT CONTRACTOR, 2 HOURS PER MONTH; CLOUDTEC LLC, NON-INVESTMENT RELATED, 2108 WATERTON REIVERS DRIVE, HENDERSON, NV 89044, BUDGETING AND SAVINGS SOFTWARE APPLICATION, BOARD OF DIRECTORS, CHIEF OPERATIONS OFFICER (COO), START 5/2013, 40 HRS/MO, IN CHARGE OF ORGANIZATIONAL OPERATIONS, MARKETING & PROGRAMMING COORDINATION; HOW TO BE DAD / 1217-PRESENT / INVESTMENT RELATED: NO / 234 ANNADALE RD, PASADENA, CA 91105 / CO-OWNER / MEDIA CORPORATION / HRS WORK MONTHLY: 6/ SEC TRADING HRS: 0 / I WILL HAVE A ONE HOUR MEETING PER WEEK TO DISCUSS PROJECTS OF THE COMPANY; ALL FOR ONE, INC; 7/1/2018; ADVISORY BOARD MEMBER; INVESTMENT RELATED- NO; 5780 WINDWARD PARKWAY STE 330 ALPHARETTA GA 30005; HOURS 1; MEET WITH BOARD TO MAKE DECISIONS FOR THE CHARITY AND TO HELP PROVIDE ADEQUATE RESOURCES CHARITY TO FULFILL ITS MISSION; APPROVED WITH RESTRICTIONS; UNITED REALTY CENTER INC; 1/7/2019; REAL ESTATE AGENT; INVESTMENT RELATED- YES; 5225 CANYON CREST DRIVE STE 455 RIVERSIDE CA 92507; HOURS 10; REAL ESTATE SALES & MARKETING; APPROVED WITH RESTRICTIONS; DELPHI ACADEMY LOS ANGELES; 1/7/2019; INVESTMENT RELATED-NO; BOARD MEMBER; 11341 BRAINARD AVE LAKE VIEW TERRACE CA 91342; HOURS 10; MONTHLY BOARD MEETINGS TO SET STRATEGIC PLANS AND POLICIES FOR THE SCHOOL; APPROVED WITH RESTRICTIONS; CMG FINANCIAL SERVICES/YES/ 1033 B AVE, SUITE 105, CORONADO, CA 92118/MORTGAGES/LOAN CONSULTANT/02/01/2019/10/0/EDUCATING CLIENTS ON HOME LOAN PRODUCTS AND PROCESSING HOME LOANS FOR CLENTS; Dynamic Expansion, Inc. / 0211-Present/ Investment Related: No / 2629 Foothill Blvd. #212 La Cresenta, CA 91214 / CEO/This corporation was established as a pass-through entity for day-to-day operations. This corporation will be used to pay administrative personnel payroll & collect income from other approved outside business activities /Hrs Wrk Monthly: 2 / Sec Trading Hrs: 0 / Sole Owner; Church of Scientology/ 0679-Presenr/ Investment-related: No/5930 Franklin Ave, Los Angeles Ca 90028/ Field Staff Member/ Church, non-profit/ Hrs Work Monthly: 1 / Sec Trading Hrs: 1 / I refer people to the Church when they ask me for help regarding personal relationships. This is not a daily activity. It only comes up when others ask me for help; Skyrocket Inc.; No; 7475 W 5th Ave. #150F Lakewood CO 80226; Consultant/ Board member; 2/01/2020; 5 hrs/month; 0 during sec. trading; DYNEX MORTGAGE SOLUTIONS, LLC.; POSITION: President, Managing Member NATURE: Mortgages INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/03/2025| ADDRESS: 626 Lakeview Road, Unit A5, Clearwater FL 33756, United States; DYNEX GROUP BENEFITS SOLUTIONS LLC (PENDING) POSITION: CEO/President NATURE: Health Insurance & Group Term Life INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2025; 626 Lakeview Road, Unit A5, Clearwater FL 33756, United States;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-14 |
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