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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 | 2019-02-14 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
41593 Winchester Rd Suite 200-Pmb309, Temecula, CA 92590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc | Temecula | CA | 01/2008 | Present |
| Meland Marine Llc | Oceanside | CA | 04/2005 | Present |
| Transamerica Financial Advisors, Inc | Temecula | CA | 01/2012 | Present |
| Lockhead Martin Corporation | Bethesda | MD | 07/2016 | 04/2018 |
| Bryant & Associates Certified Public Accountants | Oceanside | CA | 01/2019 | 11/2024 |
| Net Law | Louisville | KY | 04/2019 | Present |
| Celestar Corporation | Tampa | FL | 11/2019 | 11/2024 |
| Wealthwave | Johns Creek | GA | 05/2018 | Present |
| Celestar Corporation | Tampa | FL | 06/2025 | Present |
| Celestar Corporation | Tampa | FL | 03/2026 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WealthWaveJohns CreekGeorgiaUnited StatesYesNone 05/2018PRESENT Net Law / 0419-Present / INVESTMENT RELATED: NO /12910 Shelbyville Rd. ste. #124 Louisville, KY 40243 / Referring Agent / Estate Planning / hrs work monthly: 12 / Sec trading hrs: 1 / Refer estate planning clients as a lead into other TFA business Meland Marine, LLC / 0405-Present / INVESTMENT RELATED: NO / 169 Francesca Dr. Oceanside, CA 92057 /Owner / which may include training in small boat handling or navigation, transportation of personnel or goods/equipment, and maintenance or repair/ hrs work monthly: 5 to 10 / Sec trading hrs: 0 / Running and maintaining the business would include promoting and advertising, consulting with clients, maintenance on equipment, bookkeeping, etc. CELESTAR CORPORATION POSITION: Senior Analyst NATURE: U.S. Government Intelligence and Defense Services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 06/01/2025 ADDRESS: 9501 E. U.S. Highway 92, Tampa FL 33610, United States DESCRIPTION: Provide all-source analytic support to collections, operations, investigations, and other defense intelligence analytic requirements. CELESTAR CORPORATION POSITION: Program Manager NATURE: Defense and Intelligence Services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 03/22/2026 ADDRESS: 9501 E. U.S. Highway 92, Tampa FL 33610, United States DESCRIPTION: U.S. Government contract and personnel management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-26 |
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