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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
TX RA APPROVED_RES 2019-02-14
CA RA APPROVED 2012-01-06
  • TX RA
    APPROVED_RES
    Since 2019-02-14
  • CA RA
    APPROVED
    Since 2012-01-06

Branch Locations

41593 Winchester Rd Suite 200-Pmb309, Temecula, CA 92590 • 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, 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
  • 01/2008 → Present
    World Financial Group, Inc
    Temecula, CA
  • 04/2005 → Present
    Meland Marine Llc
    Oceanside, CA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Temecula, CA
  • 07/2016 → 04/2018
    Lockhead Martin Corporation
    Bethesda, MD
  • 01/2019 → 11/2024
    Bryant & Associates Certified Public Accountants
    Oceanside, CA
  • 04/2019 → Present
    Net Law
    Louisville, KY
  • 11/2019 → 11/2024
    Celestar Corporation
    Tampa, FL
  • 05/2018 → Present
    Wealthwave
    Johns Creek, GA
  • 06/2025 → Present
    Celestar Corporation
    Tampa, FL
  • 03/2026 → Present
    Celestar Corporation
    Tampa, FL
Previous Registrations
  • 2011-06-03 → 2012-01-06
    Investment Advisors International, Inc.
    Corona, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-01
S63 Uniform Securities Agent State Law Examination 2008-02-26
  • S65 Uniform Investment Adviser Law Examination
    2010-09-01
  • S63 Uniform Securities Agent State Law Examination
    2008-02-26

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