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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 | 2018-03-29 |
Branch Locations
2280 Diamond Blvd. Suite 350, Concord, CA 94520 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Concord | CA | 01/2013 | Present |
| World Financial Group, Ia. | Concord | CA | 04/2008 | Present |
| "R" Homes Realty | Concord | CA | 08/1984 | Present |
| Heartland Institute Of Financial Education | Concord | CA | 07/2012 | Present |
| Reyes - Rental Properties | Concord | CA | 08/2001 | Present |
| F3 Tax Service | Concord | CA | 10/2016 | 05/2025 |
| F3 Insurance Services Llc | San Diego | CA | 12/2017 | Present |
| Net Law | Louisville | KY | 01/2019 | Present |
| Clear Edge Lending | Walnut Creek | CA | 11/2019 | 08/2020 |
| Newfi Lending Wholesale | Emeryville | CA | 09/2020 | 10/2022 |
| Lspn Pro, Llc | Lindon | UT | 10/2022 | 05/2025 |
| Phinanceus | Los Angeles | CA | 03/2023 | 12/2023 |
| Ameritrust Mortgage | Tustin | CA | 12/2023 | 05/2025 |
| Inheriguard, Llc | Sheridan | WA | 04/2024 | Present |
| Legacy Shield | Woburn | MA | 10/2024 | Present |
| The Voluntary Benefit Shop | Havre De Grace | MD | 12/2024 | Present |
"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." HEARTLAND INSTITUTE OF FINANCIAL EDUCATION | CERTIFIED FINANCIAL EDUCATOR | CONSULTANT | 7/2012 | NOT INVESTMENT RELATED | CONCORD, CA NETLAW | 01/2019 | YES - INVESTMENT RELATED |LOUISVILLE, KY | AGENT F3 INSURANCE SERVICES LLC | 10/2017 | SAN DIEGO, CA |YES INVESTMENT RELATED | AGENT "R" HOMES REALTY; INVESTMENT-RELATED; 5262 HIDDENCREST CT, CONCORD, CA 94521; REAL ESTATE SALES; BROKER-OWNER, 08/1984; 0 HOURS/MONTH; LIST, SHOW, & SELL PROPERTIES REYES- RENTAL PROPERTIES/YES/5262 HIDDENCREST CT, CONCORD, CA, 94521/RENTAL INCOME FROM THE 3 LISTED PROPERTIES. THEY ARE APPROVED AS PITS AND ATTACHED./OWNER/08.09.2001/0/0/NONE SINCE MY HUSBAND AND PROPERTY MANAGER TAKES CARE OF COLLECTING RENT AND MAKING REPAIRS WHEN NECESSARY. LEGACY SHIELD POSITION: none NATURE: estate planning INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2024 ADDRESS: 1 Linscott Rd, Woburn MA 01810, United States DESCRIPTION: Schedule appt with client and company to provide education on estate planning. INHERIGUARD, LLC POSITION: none NATURE: professional services on estate planning INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 30 N. Gould St, Ste 41954, Sheridan WA 82801, United States DESCRIPTION: Schedule appt with client for the company to provide education on estate planning, Client may accept the estate planning services they offer if the client deems it suitable for their needs. THE VOLUNTARY BENEFIT SHOP POSITION: insurance agent NATURE: offer group life insurance INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 12/09/2024 ADDRESS: 203 Market St, Ste 201, Havre De Grace MD 21078, United States DESCRIPTION: speak to HR manager to offer group life or disability benefits for employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-06 |
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