Orlino David

Current Employers

Employment History

• 11/2024 → Present
  Transamerica Financial Advisors, Inc
  Torrance, CA
• 01/2024 → Present
  Wfgia
  Torrance, CA
• 01/2000 → Present
  Torrance Unified School District
  Torrance, CA
• 06/1988 → 08/2017
  United States Marine Corps
  Washington, DC
• 09/2024 → 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. TORRANCE UNIFIED SCHOOL DISTRICT/Investment Related - No/2335 Plaza del Amo Torrance, CA 90501 (310) 972-6500/Ensure that every student is prepared to succeed in life and to maximize their potential/Manager - Accounting amp; Finance/01.2000/160/0/Schedule, plan, organize, assign, review, and manage District accounting and financial services activities; perform related work as required; establish and revise accounting procedures; conduct accounting analysis, audits of District funds, programs and accounts, and prepare financial statements; assist the Executive Director - Fiscal Services in all aspects of budget preparation, planning, analysis, and monitoring. INHERITGUARD, LLC/Investment Related - No/30 N Gould Street STE 41954 Sheridan Wyoming 82801/PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES/Not Applicable/None/9.2024/5/5/CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATE PLANNING ISSUES, SCHEDULE APPOINTMENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-19
• S63 Uniform Securities Agent State Law Examination
  2025-03-01

Other Names

• Orly David