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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-26 |
Branch Locations
660 N. Diamond Bar Blvd #268, Diamond Bar, CA 91765 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Irvine | CA | 11/2020 | 12/2022 |
| World Financial Group, Inc. | Irvine | CA | 10/2017 | 06/2025 |
| Topcar Inc | Norwalk | CA | 11/2016 | 07/2025 |
| Sun Ho Enterprise Co Ltd | Taipei | 10/2007 | 11/2016 | |
| Wd Financials Llc | Diamond Bar | CA | 03/2018 | 12/2021 |
| Hummingbird Global Media | San Gabriel | CA | 11/2021 | 07/2025 |
| Clearwater Benefits Llc | Austin | TX | 01/2022 | 07/2025 |
| Independent Financial Group, Llc | Diamond Bar | CA | 06/2024 | Present |
| Wei-Ping Lo | Chino Hills | CA | 05/2018 | Present |
WEI-PING LO POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2018 ADDRESS: , Chino Hills CA , United States DESCRIPTION: Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. AVILIA INC POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/27/2025 ADDRESS: 500 S Dupont Ave, Ontario CA 91761, United States DESCRIPTION: Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-15 |
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