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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-06-02 |
| TX | RA | APPROVED_RES | 2020-07-15 |
| CA | RA | APPROVED | 2017-09-13 |
Branch Locations
11830 Sebastian Way Ste 104, Rancho Cucamonga, CA 91730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Rancho Cucamonga | CA | 02/2012 | Present |
| Transamerica Financial Advisors, Inc | Rancho Cucamonga | CA | 10/2012 | Present |
| Nationwide Student Loans | Sherman Oaks | CA | 03/2017 | 05/2017 |
| Abundant Living Family Church | Rancho Cucamonga | CA | 01/2020 | Present |
| Lspn Pro, Llc | Lindon | UT | 12/2021 | 06/2024 |
| Wealthwave | Alpharetta | GA | 05/2024 | Present |
| Furnished Finder | Austin | TX | 09/2025 | Present |
| Netlaw | Louisville | KY | 04/2026 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Abundant Living Family Church / 0120-Present / Investment Related: No / 10900 Civic Center Drive, Rancho Cucamonga, CA 91730 / Nursery Volunteer/ Church ??" Saving souls / Hrs Work Monthly: 4 / Sec Trading Hrs: 4 / I volunteer 2x a month with the babies so the parents can attend service WEALTHWAVE \ POSITION: N/A NATURE: Marketing INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 6 START DATE: 05/01/2024 ADDRESS: 3030 Royal Blvd S Ste 200, Alpharetta GA 30022 \ DESCRIPTION: Wealthwave FURNISHED FINDER POSITION: landlord NATURE: Matching tenants with landlords INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: PO Box 30374, Austin TX 78755, United States DESCRIPTION: I am hoping to rent out a room in my house. This organization facilitates matching potential tenants with landlords. NETLAW POSITION: Independent Contract NATURE: NetLaw is an online estate planning service. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/27/2026 ADDRESS: 12910 Shelbyville Road, Louisville KY 40243, United States DESCRIPTION: I will refer clients who do not have an attorney and need estate planning services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-22 |
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