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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
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
  • CA RA
    APPROVED
    Since 2025-01-06
  • DC RA
    APPROVED
    Since 2025-01-06
  • NJ RA
    APPROVED
    Since 2025-01-06
  • NC RA
    APPROVED
    Since 2023-02-01
  • TX RA
    APPROVED_RES
    Since 2021-02-10

Branch Locations

3350 East Birch Street Suite 208-B, 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, 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
  • 03/2008 → Present
    World Financial Group, Inc.
    Brea, CA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Brea, CA
  • 12/2010 → 11/2018
    Pro Services Rendered Llc
    San Dimas, CA
  • 04/2019 → Present
    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
Previous Registrations
  • 2011-09-09 → 2012-01-06
    Investment Advisors International, Inc.
    Chino Hills, CA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-26
S63 Uniform Securities Agent State Law Examination 2008-08-05
  • S65 Uniform Investment Adviser Law Examination
    2011-04-26
  • S63 Uniform Securities Agent State Law Examination
    2008-08-05

View on SEC IAPD

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