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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
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
  • CA RA
    APPROVED
    Since 2026-01-02
  • FL RA
    APPROVED
    Since 2026-01-02
  • NJ RA
    APPROVED
    Since 2026-01-02
  • NC RA
    APPROVED
    Since 2020-10-23
  • TX RA
    APPROVED_RES
    Since 2020-07-02

Branch Locations

601 Cleveland St Suite 501-24, Clearwater, FL 33755 • 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 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
  • 10/2003 → Present
    Wfgia
    Clearwater, FL
  • 06/1979 → Present
    Church Of Scientology
    Los Angeles, CA
  • 02/2011 → Present
    Dynamic Expansion, Inc
    La Cresenta, CA
  • 01/2012 → Present
    Transamerica Financial Advisors
    Clearwater, FL
  • 10/2012 → Present
    Warner Pacific Insurance Services
    Westlake Village, CA
  • 10/2012 → 05/2019
    Burbank System Builders
    Burbank, CA
  • 05/2013 → Present
    Cloudtec Llc
    Henderson, NV
  • 11/2015 → 11/2022
    Tridant Enterprises
    La Crescenta, CA
  • 01/2016 → 01/2024
    Global Expansion Management
    La Crescenta, CA
  • 05/2016 → 11/2022
    The Ice Cream Store Llc
    Burbank, CA
  • 12/2017 → Present
    How To Be A Dad
    Pasadena, CA
  • 07/2018 → Present
    All For One Inc
    Alpharetta, GA
  • 01/2019 → Present
    United Realty Center Inc
    Riverside, CA
  • 01/2019 → Present
    Delphi Academy Of Los Angeles
    Lake View Terrace, CA
  • 02/2019 → Present
    Cmg Financial Services
    Coronado, CA
  • 02/2020 → Present
    Skyrocket Inc
    Lakewood, CO
  • 01/2020 → 03/2022
    Debtmerica, Llc
    Santa Ana, CA
  • 06/2021 → Present
    The Coleman Nation Llc
    Dunedin, FL
  • 03/2025 → Present
    Dynex Group Benefits Solutions Llc (Pending)
    Clearwater, FL
  • 03/2025 → Present
    Dynex Mortgage Solutions, Llc
    Clearwater, FL
Other Businesses

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;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-26
S63 Uniform Securities Agent State Law Examination 2004-07-14
  • S65 Uniform Investment Adviser Law Examination
    2013-03-26
  • S63 Uniform Securities Agent State Law Examination
    2004-07-14

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