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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
NC RA APPROVED 2018-08-06
TX RA APPROVED 2018-06-22
CA RA APPROVED 2018-04-19
  • NC RA
    APPROVED
    Since 2018-08-06
  • TX RA
    APPROVED
    Since 2018-06-22
  • CA RA
    APPROVED
    Since 2018-04-19

Branch Locations

515 Marin Street Suite 408, Thousand Oaks, CA 91360 • 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
Transamerica Financial Advisors, Inc Agoura Hills CA 04/2016 Present
World Financial Group, Inc. Agoura Hills CA 01/2015 Present
Oaks Christian School Westlake Village CA 08/2015 06/2017
Debtmerica, Llc Santa Ana CA 11/2016 03/2022
Rental Home Davisburg MI 03/2013 05/2017
Ventura County Children And Family Services Ventura CA 01/2017 Present
Orion International Insurance Services Solano Beach CA 10/2017 Present
Debt Negotiators Sherman Oaks CA 05/2017 02/2022
Timeshare Rental Thousand Oaks CA 09/2019 Present
Homestay Santa Monica Thousand Oaks CA 03/2019 Present
Student Optimum Services Glendale CA 07/2020 Present
Team Legacy Builders, Inc Thousand Oaks CA 05/2024 Present
Inheritguard, Llc Sheridan WY 02/2025 Present
Impact Health Sharing Offered Through Acn Davie FL 01/2026 Present
Impact Health Sharing Offered Through Acn Charlotte NC 01/2026 Present
  • 04/2016 → Present
    Transamerica Financial Advisors, Inc
    Agoura Hills, CA
  • 01/2015 → Present
    World Financial Group, Inc.
    Agoura Hills, CA
  • 08/2015 → 06/2017
    Oaks Christian School
    Westlake Village, CA
  • 11/2016 → 03/2022
    Debtmerica, Llc
    Santa Ana, CA
  • 03/2013 → 05/2017
    Rental Home
    Davisburg, MI
  • 01/2017 → Present
    Ventura County Children And Family Services
    Ventura, CA
  • 10/2017 → Present
    Orion International Insurance Services
    Solano Beach, CA
  • 05/2017 → 02/2022
    Debt Negotiators
    Sherman Oaks, CA
  • 09/2019 → Present
    Timeshare Rental
    Thousand Oaks, CA
  • 03/2019 → Present
    Homestay Santa Monica
    Thousand Oaks, CA
  • 07/2020 → Present
    Student Optimum Services
    Glendale, CA
  • 05/2024 → Present
    Team Legacy Builders, Inc
    Thousand Oaks, CA
  • 02/2025 → Present
    Inheritguard, Llc
    Sheridan, WY
  • 01/2026 → Present
    Impact Health Sharing Offered Through Acn
    Davie, FL
  • 01/2026 → Present
    Impact Health Sharing Offered Through Acn
    Charlotte, NC
Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc VENTURA COUNTY CHILDREN AND FAMILY SERVICES/NO/4651 TELEPHONE ROAD, SUITE 300, VENTURA, CA 93033/FOSTER CARE PROGRAM/FOSTER PARENT/01.01.2017/40/4/TAKING CARE OF FOSTER KIDS, PROVIDING THEM WITH A LOVING HOME. Orion International Insurance Services/ Agent/ 674 Via De La Valle Ste 208 Solano Beach CA 92075/ 5 Hours/MTH/ Insurance Sales and Marketing Timeshare Rental/0919-Present/ Investment Related: No/ 40 Fallen Oaks Dr. Thousand Oaks, CA 91360/Owner / Timeshare Rental/ Hrs Work Monthly: 2/ Sec Trading Hrs: 2/ Advertising and renting timeshare property online. Homestay Santa Monica/0919-Present/ Investment Related: No/ 40 Fallen Oaks Dr. Thousand Oaks, CA 91360/ Homestay Parents/ Homestay program for international student/Hrs Work Monthly: 2/ Sec Trading Hrs: 2 / Provide housing, meals and transportation for international students. student Optimum Services / 0720-Present/ Investment Related: No /1160 N Central Ave, Suite 209 Glendale, CA 91202 / Referral Partner/ Dept. Reduction / Hrs Work Monthly: 5 / Sec Trading Hrs: 1 / Sending referrals TEAM LEGACY BUILDERS, INC POSITION: President NATURE: Pass through entity for insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2024 ADDRESS: 40 Fallen Oaks Dr, Thousand Oaks CA 91360, United States DESCRIPTION: Pass through entity for insurance sales, which includes selling life insurance, long term care insurance, disability insurance and annuities. INHERITGUARD, LLC POSITION: N/A NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/20/2025 ADDRESS: 30 N Gould St, Sheridan WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATE PLANNING ISSUES, SCHEDULE APPOINTMENTS. IMPACT HEALTH SHARING OFFERED THROUGH ACN POSITION: Affiliate NATURE: Health Share Program INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/25/2026 ADDRESS: 10150 Mallard Creek Rd, Suite 400, Charlotte NC 28262, United States DESCRIPTION: Educating people about health share program

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-05
S63 Uniform Securities Agent State Law Examination 2016-06-07
  • S65 Uniform Investment Adviser Law Examination
    2018-04-05
  • S63 Uniform Securities Agent State Law Examination
    2016-06-07

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