Stephen James Short

Current Employers

Employment History

• 08/2019 → Present
  Transamerica Financial Advisors, Inc
  Ontario, CA
• 09/2018 → Present
  Wfgia
  Ontario, CA
• 12/2015 → 03/2019
  California Pizza Kitchen
  Rancho Cucamonga, CA
• 06/2020 → 03/2022
  Debtmerica
  Santa Ana, CA
• 02/2021 → Present
  Barons Enterprise International Inc
  Ontario, CA
• 10/2018 → Present
  Wealthwave
  Ontario, CA
• 06/2024 → Present
  Inheritguard, Llc
  Sheridan, WY

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Barons Enterprise International Inc / 0221-Present / Investment Related: Yes / 3602 Inland Empire Blvd., Bldg C, Ste 200, Ontario, CA 91764 / Client - Marketing / WFG&TFA Reps / Hrs Work Monthly: 60 / Sec Trading Hrs: 2 / Marketing Materials ??" Flyers for internal use and public use (approved by compliance), Existing clients Accounts ??" helping facilitate the needs of existing clients, Other Admin work - Includes (not limited to) technical areas, coordinating bashos. WEALTHWAVE \ POSITION: N/A NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 8 START DATE: 10/01/2018 \ ADDRESS: 3602 Inland Empire Blvd, C-160, Ontario CA 91764 \ DESCRIPTION: WFG Co-Brand 06/2024PRESENTINHERITGUARD, LLCSheridanWyomingUnited StatesNoRepresentative

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-07-28
• S65 Uniform Investment Adviser Law Examination
  2020-05-19