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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 | 2025-01-09 |
| NJ | RA | APPROVED | 2025-01-09 |
| NC | RA | APPROVED | 2024-07-03 |
| TX | RA | APPROVED_RES | 2021-12-14 |
Branch Locations
21221 S Western Ave Suite 110, Torrance, CA 90501 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-09 |
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