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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-06 |
| DC | RA | APPROVED | 2025-01-06 |
| NJ | RA | APPROVED | 2025-01-06 |
| NC | RA | APPROVED | 2023-02-01 |
| TX | RA | APPROVED_RES | 2021-02-10 |
Branch Locations
3350 East Birch Street Suite 208-B, Brea, CA 92821 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Brea | CA | 03/2008 | Present |
| Transamerica Financial Advisors, Inc | Brea | CA | 01/2012 | Present |
| Pro Services Rendered Llc | San Dimas | CA | 12/2010 | 11/2018 |
| All For Janitorial Services Inc | San Dimas | CA | 04/2019 | Present |
| Gav Property Managment, Llc | Alta Loma | CA | 04/2019 | Present |
| Team Conquer Inc | Alta Loma | CA | 04/2019 | Present |
| Pro Services Rendered, Llc | Alta Loma | CA | 04/2019 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. All For Janitorial Services, Inc / 0419-Present / Investment Related: No / 8780 19th Street, #415, Alta Loma, CA 91701 / None / This checking account is used to pay our nannies and any janitorial and handyman work for any of the 3 rental properties that Guillermo owns. / Hrs Work Monthly: 0 / Sec Trading Hrs: 0 / As an authorized signer I have the authority to write and sign a check when Guillermo is not around to pay for the above mentioned services. Team Conquer Inc. / 0419-Present / Investment Related: No / 8780 19th Street, #415, Alt Loma, CA 91701 / None / This checking account is used to pay all of our WFG expenses including office lease payments, office bills, Wealth bowl and other events, supplies / Hrs Work Monthly: 0 / Sec Trading Hrs: 0 / As an authorized signer I have the authority to write and sign a check when Guillermo is not around to pay for the above mentioned services. GAV Property Management, LLC / 0419-Present / Investment Related: No /8780 19th Street, #415, Alta Loma, CA 91701 / None / This checking account is used to pay mortgage payments on the 3 rental properties that Guillermo owns. / Hrs Work Monthly: 0 / Sec Trading Hrs: 0 / As an authorized signer I have the authority to write and sign a check when Guillermo is not around to pay for the above mentioned services. Pro Services Rendered, LLC / 0419-Present / Investment Related: No / 8780 19th Street, #415, Alta Loma, CA 91701 / None / PSR is where Guillermo pays for all purchases that are not related to WFG. Payments for our life insurance policies come out of this account, the mortgage payment comes out of this account and any personal items Guillermo buys comes out of this account including all WFG commission income into this account. Guillermo is an authorized signer on my personal checking account where all my WFG commission get deposited into. Once the money hits my personal checking account, Guillermo transfer all deposits into Pro Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-05 |
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