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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
CA RA APPROVED 2025-01-09
NJ RA APPROVED 2025-01-09
NC RA APPROVED 2024-07-03
TX RA APPROVED_RES 2021-12-14
  • CA RA
    APPROVED
    Since 2025-01-09
  • NJ RA
    APPROVED
    Since 2025-01-09
  • NC RA
    APPROVED
    Since 2024-07-03
  • TX RA
    APPROVED_RES
    Since 2021-12-14

Branch Locations

21221 S Western Ave Suite 110, Torrance, CA 90501 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors Torrance CA 03/2021 Present
Wfgia Torrance CA 10/2016 Present
Automobile Protection Corporation (Apco)/Easycare Norcross GA 08/2018 01/2021
Mercedes-Benz Of Downtown Los Angeles Los Angeles CA 06/2016 03/2017
Organic Acres Llc Torrance CA 01/2020 Present
Wfg Direct Torrance CA 07/2020 12/2025
Colonial Life & Accident Insurance Company Columbia SC 01/2022 Present
Cornerstone Benefits Consulting Group, Inc. Tacoma WA 01/2022 Present
Lspn Pro Llc Lindon UT 04/2024 Present
Optima Tax Relief Santa Ana CA 04/2024 Present
Inheritguard, Llc Sheridan WY 06/2024 Present
Matriarch Enterprises Llc Sheridan WY 09/2024 Present
  • 03/2021 → Present
    Transamerica Financial Advisors
    Torrance, CA
  • 10/2016 → Present
    Wfgia
    Torrance, CA
  • 08/2018 → 01/2021
    Automobile Protection Corporation (Apco)/Easycare
    Norcross, GA
  • 06/2016 → 03/2017
    Mercedes-Benz Of Downtown Los Angeles
    Los Angeles, CA
  • 01/2020 → Present
    Organic Acres Llc
    Torrance, CA
  • 07/2020 → 12/2025
    Wfg Direct
    Torrance, CA
  • 01/2022 → Present
    Colonial Life & Accident Insurance Company
    Columbia, SC
  • 01/2022 → Present
    Cornerstone Benefits Consulting Group, Inc.
    Tacoma, WA
  • 04/2024 → Present
    Lspn Pro Llc
    Lindon, UT
  • 04/2024 → Present
    Optima Tax Relief
    Santa Ana, CA
  • 06/2024 → Present
    Inheritguard, Llc
    Sheridan, WY
  • 09/2024 → Present
    Matriarch Enterprises Llc
    Sheridan, WY
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Colonial Life & Accident Insurance Company / 0122-Present / Investment Related: No / 1200 Colonial Life Boulevard, Columbia, SC 29210 / Independent Broker / Vision -Dental Insurance / Hrs. Work Monthly: 15 / Sec Trading Hrs: 1 / As an independent broker with Colonial Life, I will acquire business accounts to market accident, cancer, critical illness, dental, disability, vision, and dental insurance to their employees and have those benefits be paid for by payroll deductions. Cornerstone Benefits Consulting Group, Inc. / 0122-Present / Investment Related: No / 3701 6th Avenue Ste. 6 Tacoma, WA 98406 / Employee Benefits Agent / Healthcare Insurance / Hrs. Work Monthly: 20 / Sec Trading Hrs: 2 / I am responsible for acquiring prospects and referrals with business groups currently offering or looking to offer employee medical benefits, scheduling decision maker meetings with all business owners as well as executives. ORGANIC ACRES LLC/Investment Related - No/1610 COTA AVENUE, TORRANCE, CA 90501 (310)866-1711/No business has been performed under the LLC thus far and the name of the LLC has been changed from Universal Asset Distribution Group LLC to Organic Acres LLC. Under Organic Acres LLC, my business partner and myself hope to use land under the ownership of my business partners family for agricultural purposes in California./Co-Owner/Partner/01.2020/0/0/No business has been performed under the LLC thus far but my business partner/significant other is planning to use land owned by his family in California for agricultural purposes. LSPN PRO LLC POSITION: Referral Partner NATURE: Provides bundled professional services with emphasis on estate planning services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2024 ADDRESS: 100 N. State Street, Ste. B, Lindon UT 84042, United States DESCRIPTION: Client Communications, Follow up with Client Issues, Provide Education on Estate Planning Issues, Schedule Appointments. OPTIMA TAX RELIEF POSITION: Referral Partner NATURE: Tax Relief INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2024 ADDRESS: 3100 South Harbor Blvd. #250, Santa Ana CA 92707, United States DESCRIPTION: This company can assist clients with outstanding tax obligations and relief. INHERITGUARD, LLC POSITION: Not Applicable/None NATURE: Providing Bundled Professional Services with an Emphasis on Estate Planning Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/17/2024 ADDRESS: 30 N. Gould Street, Ste. 41954, Sheridan WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATE PLANNING ISSUES, SCHEDULE APPOINTMENTS. MATRIARCH ENTERPRISES LLC POSITION: Consultant and Community Educator NATURE: Matriarch Enterprises is designed to be a forum for women to empower other women around various topics including financial literacy, real estate, entrepreneurship, leadership, and social media marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/06/2024 ADDRESS: 30 N. Gould Street, Ste. R, Sheridan WY 82801, United States DESCRIPTION: Community Financial Consultant

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-09
  • S66 Uniform Combined State Law Examination
    2021-07-09
Other Names
  • Claire Skinner

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