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Meileh Coffey Burns

Transamerica Financial Advisors, LLC

Brea, CA

CRD 5479444

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Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-12-12
NJ RA APPROVED 2020-08-11
TX RA APPROVED_RES 2018-05-20
CA RA APPROVED 2012-01-06
  • NC RA
    APPROVED
    Since 2023-12-12
  • NJ RA
    APPROVED
    Since 2020-08-11
  • TX RA
    APPROVED_RES
    Since 2018-05-20
  • CA RA
    APPROVED
    Since 2012-01-06

Branch Locations

3350 E. Birch Street Suite 208-A, Brea, CA 92821 • 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 Brea CA 08/2007 Present
Twin Star Group , Llc Brea CA 01/2007 Present
Debtmerica Relief Santa Ana CA 07/2008 02/2023
Transamerica Financial Advisors, Inc Brea CA 01/2012 Present
Ricoh Usa Irvine CA 01/2012 06/2017
Freedom In Christ Church Laguna Hills CA 12/2014 09/2019
Changed Church Corona CA 11/2015 Present
Paul Mcdonald Big Band Santa Monica CA 08/2017 Present
Prejem Real Estate Carson CA 05/2005 Present
Lspn Pro Llc Lindon UT 04/2024 11/2025
Integrity Trade Solutions Llc Corona CA 04/2024 Present
Blessed Integrity Group Holdings, Llc Cheyenne WY 05/2024 Present
Big Property Ventures, Llc Houston TX 05/2024 Present
  • 08/2007 → Present
    World Financial Group
    Brea, CA
  • 01/2007 → Present
    Twin Star Group , Llc
    Brea, CA
  • 07/2008 → 02/2023
    Debtmerica Relief
    Santa Ana, CA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Brea, CA
  • 01/2012 → 06/2017
    Ricoh Usa
    Irvine, CA
  • 12/2014 → 09/2019
    Freedom In Christ Church
    Laguna Hills, CA
  • 11/2015 → Present
    Changed Church
    Corona, CA
  • 08/2017 → Present
    Paul Mcdonald Big Band
    Santa Monica, CA
  • 05/2005 → Present
    Prejem Real Estate
    Carson, CA
  • 04/2024 → 11/2025
    Lspn Pro Llc
    Lindon, UT
  • 04/2024 → Present
    Integrity Trade Solutions Llc
    Corona, CA
  • 05/2024 → Present
    Blessed Integrity Group Holdings, Llc
    Cheyenne, WY
  • 05/2024 → Present
    Big Property Ventures, Llc
    Houston, TX
Previous Registrations
  • 2008-10-21 → 2012-01-06
    Investment Advisors International, Inc.
    Chino Hills, CA
    City Of Industry, CA
Other Businesses

"Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC." PreJem Real Estate / 0505-Present/ Investment Related: No / 319 Center view Dr. Carson, CA 90746 / Treasurer / Real Estate Properties/ Hrs Work Monthly: 0.5 / Sec Trading Hrs: 0 / Make sure mortgage is paid, property is maintained property managers are paid & rents are paid. Paul McDonald Big Band / 0817-Present/ Investment Related: No/ Santa Monica, CA 12345 / Background Singer / Music /Hrs Work Monthly: 5 / Sec Trading Hrs: 0 / Rehearse for show TWIN STAR GROUP, LLC / 0907-Present / Investment Related: No / 1265 Corona Pointe Ct. Suite 115-13D Corona, CA 92879 / Account Executive / The company provides mortgage loans to people seeking to have a mortgage for the purpose of purchasing a real estate property. Also deal in refinancing existing mortgages, but not modifications. they provide access to loans through various banks for purpose of securing moneys to purchase real estate./ Hrs Work Monthly: 0/ Sec Trading Hrs: 0 / If a person is looking for mortgage assistance, I take down information in a questionnaire, and hand the business over for finding the proper loan for a mortgage. Now they would sign an disclaimer form to disclose the separation of the OBA and TFA Debtmerica Relief / 0708-Present / Investment-Related: No / 3100 South Harbor Santa Ana, CA 92704/ Independent referring agent / Debt Negotiation / Hrs Work Monthly: 1/ Sec Trading Hrs: 0/ Market Debt Relief to clients as suitable to their needs/situation CHANGED CHURCH/NO/420 N. MCKINLEY STREET, 111-331, CORONA, CA, 92879/I LEAD WORSHIP SONGS DURING THE SUNDAY SERVICES AND THURSDAY REHEARSALS./MUSIC MINISTRY DIRECTOR/11.01.2015/5/0/SING, SELECT SONGS, LEAD PRAISE TEAM IN SONG. SCHEDULE APPOINTMENTS ESTATE PLANNING SERVICES, OTHER LEGAL SERVICES, NOTARY SERVICES, AND DEED/TITLE SERVICES 1 hours during trading Referral Partner 04/01/2024 INTEGRITY TRADE SOLUTIONS LLC POSITION: Manager NATURE: Stock Trading INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 04/04/2024 ADDRESS: 22258 Safe Harbor Ct, Corona CA 92883, United States DESCRIPTION: Personal Stock Trading BLESSED INTEGRITY GROUP HOLDINGS, LLC POSITION: Manager NATURE: Real Estate Purchase/Sales/Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 05/03/2024 ADDRESS: 1718 Capitol Ave, Cheyenne WY 82001, United States DESCRIPTION: Evaluate validity of real estate purchase/sell/rental, etc BIG PROPERTY VENTURES, LLC POSITION: Manager NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 05/04/2024 ADDRESS: 440 Louisiana, Suite 952, Houston TX 77002, United States DESCRIPTION: evaluate purchase/sale of real estate

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-22
S63 Uniform Securities Agent State Law Examination 2008-05-16
  • S65 Uniform Investment Adviser Law Examination
    2008-09-22
  • S63 Uniform Securities Agent State Law Examination
    2008-05-16

View on SEC IAPD

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