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620 South 400 East, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-03 |
| CA | RA | APPROVED | 2026-01-12 |
Branch Locations
601 Cleveland St, Suite 501-18, Clearwater, FL 33755 • United States
620 South 400 East, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Clearwater | FL | 03/2004 | 01/2026 |
| Transamerica Financial Advisors, Inc | Clearwater | FL | 01/2012 | 01/2026 |
| Dynex Mortgage Solutions Inc | Clearwter | FL | 05/2025 | Present |
| Dynamic Expansion Inc | La Crescenta | CA | 06/2015 | 12/2021 |
| Rental Property | Sun Valley | CA | 01/2003 | Present |
| Smith Orloff Associates | Jenkintown | PA | 08/2015 | 11/2017 |
| Warner Pacific Insurance | Westlake Village | CA | 07/2019 | 08/2025 |
| Vc Management | La Crescenta | CA | 12/2021 | Present |
| Church Of Scientology | Clearwater | FL | 03/1983 | Present |
| Dynex Group Benefits Solutions | Clearwater | FL | 05/2025 | Present |
| Your Ia | Clearwater | FL | 01/2026 | Present |
| Common Sense Financial | Clearwater | FL | 01/2026 | Present |
Church Of Scientology | Not Investment Related | 500 Cleveland St. Clearwater, FL 33756 | Non-Profit Activities | Field Staff Member | March 1983 | 1 Hour per month | 0 hours devoted during trading hours | Help friends and family seeking self-improvement by referring to books, courses, and counseling. Only done as need arises. VC Management | Not Investment Related | 1497 Main St. #239, Dunedin, FL 34698 | Business management & administration | CEO & President | Owner | February 2024 | 120 hours per month | 60 hours devoted during trading hours | Provide back office, administrative support, plan and manage projects and internal processes. Rental Property | Not Investment Related | L1-B39 Beach Road, Garapan, Saipan, CNMI 96950 | Rental Property | Part-owner | January 2003 | 0 hours devoted each month | 0 hours devote during trading hours | Tenant deposits rental income into my account. property maintenance and other issues are taken care of by my brothers. Dynex Group Benefits Solutions | Investment Related | 601 Cleveland St., Suite 501-18, Clearwater, FL 33755 | Group Health Insurance plans and Group Term Life | Secretary and Agent | Independent Agent and contractor | May 2025 | 4 hours per week hours devoted during trading hours | Prepare agenda for annual board meeting Send out notice of annual meeting to shareholders Take minutes of annual meeting Finalize and send out annual meeting minutes & record in corporate book Agent: Sales of health insurance and group term life insurance. Common Sense Financial | Investment Related | 315 s. 500 E. Suite 202, American Fork UT 84003 | Health and Life Insurance | insurance agent | Independent Agent | September 2025 | 40 hours devoted each week | 20 devoted during trading hours | recruit, train and license life agents, life insurance sales to customers. Dynex Mortgage Solutions Inc. | Not Investment Related | 601 Cleveland St., Suite 501-18, Clearwater, FL 33755 | Mortgage Broker | Secretary Agent | May 2025 | 1 hour devoted week | 1 hour devoted week during trading hours | Corporate Secretary - Prepare agenda for annual board meeting, send out notice of annual board meeting to shareholders, take minutes of annual meeting, send out minutes and record in corporate book. Registered Agent - accept service of process and official government correspondence forward to the business owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-20 |
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