Tonya Shyree White

Current Employers

Employment History

• 04/2012 → 05/2017
  Transamerica Financial Advisors, Inc.
  Modesto, CA
• 12/2011 → 05/2017
  World Financial Group
  Modesto, CA
• 01/2003 → 05/2017
  Beauticontrol
  Clayton, CA
• 08/2010 → 08/2018
  Arbonne
  Clayton, CA
• 01/2012 → 08/2018
  Melaleuca
  Clayton, CA
• 02/2012 → 08/2018
  Healthcompare/Joppel
  Orange, CA
• 07/2012 → 08/2018
  United Healthcare
  Concord, CA
• 08/2015 → 08/2018
  Applied General Agency
  Anaheim, CA
• 08/2015 → 08/2018
  Golden State Medicare Health Plans
  Seal Beach, CA
• 10/2016 → 08/2018
  Healthnet
  Woodland Hills, CA
• 05/2017 → Present
  Vitaliti Wellness
  Benicia, CA
• 08/2015 → 08/2018
  Heartland Institute Of Financial Education
  Greenwood Village, CO
• 05/2017 → 08/2018
  Aarp
  Washington, DC
• 05/2017 → 05/2019
  Infinity Financial Services
  Oakland, CA
• 05/2019 → 06/2020
  Scf Securities, Inc.
  Fresno, CA
• 05/2019 → 06/2020
  Scf Investment Advisors,
  Fresno, CA
• 06/2020 → 01/2022
  Lifepro Asset Management, Llc
  San Diego, CA
• 01/2022 → Present
  Csp Financial Group Llc
  Scottsdale, AZ
• 05/2017 → Present
  Harmony Financial Solutions
  Clayton, CA
• 02/2021 → Present
  Heart And Soul Wealth
  Clayton, CA
• 02/2025 → Present
  Givers University
  Clayton, CA
• 01/2023 → Present
  Business Boost Solutions
  Clayton, CA
• 05/2014 → Present
  Doterra International
  Pleasant Grove , UT
• 02/2010 → Present
  Sole Proprietor
  Clayton, CA

Previous Registrations

• 2020-06-16 → 2022-01-21
  Lifepro Asset Management
  San Diego, CA
  Clayton, CA
• 2019-05-16 → 2020-06-22
  Scf Investment Advisors, Inc.
  Walnut Creek, CA
  San Diego, CA
• 2017-05-04 → 2019-05-29
  Infinity Financial Services
  Oakland, CA
  Oakland, CA
  Clayton, CA
• 2012-04-17 → 2017-05-04
  Transamerica Financial Advisors, Llc
  Pleasanton, CA
  Modesto, CA

Other Businesses

(1) Harmony Financial Solutions; investment related; 112 Joscolo View, Clayton, CA 94517; DBA for Insurance, Annuity, and Securities activities; Owner, Insurance Agent, and Adviser; START DATE: 05/2017; Approx 120 hours per month, of which the majority are during trading hours; Fee based and Fixed advisory services. (2) Doterra International; non-investment related; 389 South 1300 West, Pleasant Grove, UT 84062; Essential Oil Sales; Sales Consultant; START DATE: 05/2015; Approx 5 hours per month, of which 0 are during trading hours; sales. (3) Vitaliti Wellness; non-investment related; 857 1st Street, Benicia, CA, 94510; Coach/Affiliate; START DATE: 05/2017; Approx 3 hours per month, of which 0 are during trading hours; LEAD QUARTERLY WORKSHOPS FOR HEALTHY LIFE. (4) Netlaw, Inc; non-investment related; 12910 Shelbyville Rd., Ste. 124, Louisville, KY 40243; Online Estate Planning; Referral; START DATE: 05/2017; Approx 1 hours per month, of which 0 are during trading hours; Estate Planning referral to Legal counsel. (5) BeeKonnected ; non-investment related ; PO Box 181 ; Cedar Park , TX 78630; Networking Group; START DATE: 02/2021; Approx 4 hours per month, of which 1 are during trading hours (6) Heart and Soul Wealth ; Investment Related ; 112 Joscolo View, Clayton, CA 94517 ; Financial Education ; Approx 60 hours per month, of which 10 to 20 are during trading hours ; creating a financial education course developed around heart, soul and spirituality. (7) Givers University; not inv rel; Clayton, CA; mentor; online grocery store for wellness food; health and wellness courses and programs; approx 2 hrs/mo.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-02-16
• S65 Uniform Investment Adviser Law Examination
  2012-01-31

Other Names

• Tonya Shyree Fullwiley
• Tonya S Fullwiley (Maid