Verne Milton Weisberg

Current Employers

Employment History

• 01/2025 → Present
  Transamerica Financial Advisors
  Newport Beach, CA
• 07/2022 → Present
  Wfgia
  Newport Beach, CA
• 07/1988 → 12/2020
  Plastic Surgery Center, Pa
  Portland, ME
• 01/2021 → 07/2022
  Retired
  San Clemente, CA
• 05/2021 → 05/2022
  Mdceos.COm
  San Clemente, CA
• 07/2022 → Present
  Wfg Virtuity Financial Partners
  Thousand Oaks, CA
• 03/2021 → Present
  Birchwood Holdings, Llc
  San Clemente, CA
• 03/2025 → Present
  Verne Weisberg Md
  San Clemente, CA
• 11/2025 → Present
  Callagy Law Medical Revenue Recovery
  Paramus, NJ
• 03/2021 → Present
  Schooner Ridge Llc
  San Clemente, CA
• 07/2023 → Present
  Wealthwave
  Alpharetta, GA

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Birchwood Holdings, Llc/ 0321-Present / Investment Related: Yes / 2940 Estancia San Clemente, Ca 92673 / Managing Partner / This Llc Was Set Up to Carry Out Family Investments. Invests In Opportunities, Including but Not Limited To Equities, Commodities, Real Estate, Venture Capital And Private Placement/ Hrs. Work Monthly: 0/ Sec Trading Hrs.:0 /Compliance WFG Virtuity Financial Partners / Emp Dates / Investment Related: Yes / 515 Marin Street Suite 408 Thousand Oaks, Ca 91360 / Licensed Independent Agent / Team Within WFG/ Hrs. Work Monthly: 80/ Sec Trading Hrs.: 80 / None VERNE WEISBERG MD POSITION: Principal NATURE: Medical Practice Business Mentoring INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/17/2025 ADDRESS: 2940 Estancia, San Clemente CA 92673, United States DESCRIPTION: This entails mentoring practice owners to look at their business, its structure and systems. They could possibly become clients, and at the onset they will understand my role as a TFA RR and IAR CALLAGY LAW MEDICAL REVENUE RECOVERY POSITION: Referral partner NATURE: The firm recovers payments due to physician practices through arbitration with the insurance companies per No Surprises Act INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/03/2025 ADDRESS: 650 From Road, Suite 240, Paramus NJ 07652, United States DESCRIPTION: Liason between medical practices and Callagy Law. This would be on a very sporadic basis - not daily at all. The attorneys then take over. If they are able to recover money for the practice, then Callagy gets 20%; referral agent gets 10% of that. Note that I have not entered any discussions with this entity as of yet. I am simply aware of this opportunity. Would like to determine if this is acceptable OBA prior to any such discussions . SCHOONER RIDGE LLC POSITION: Principal NATURE: Entity Ownership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2021 ADDRESS: 2940 Estancia, San Clemente CA 92673, United States DESCRIPTION: None WEALTHWAVE POSITION: null NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2023 ADDRESS: 3030 Royal Blvd S, Suite 200, Alpharetta GA 30022, United States DESCRIPTION: WFG Co-Brand

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-18
• S63 Uniform Securities Agent State Law Examination
  2025-01-29