Kevin Gene Mcdaniel

Current Employers

Employment History

• 08/1996 → Present
  Citadel Law Offices & Estate Planning
  Newport Beach, CA
• 06/2001 → Present
  Wfg
  Orange, CA
• 03/2010 → Present
  Cmg Mortgage
  San Ramon, CA
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Orange, CA
• 08/2009 → Present
  Mcdaniel Financial Services
  Orange, CA
• 06/2012 → Present
  International Education Corporation
  Irvine, CA
• 08/2012 → 11/2022
  Debtmerica, Llc
  Santa Ana, CA
• 02/2012 → Present
  United Realty Center, Inc. Dba American Funding Center
  Riverside, CA
• 08/2009 → Present
  Wealthy & Wise
  Orange, CA
• 08/2009 → Present
  Kevin Mcdaniel Financial Services Dba Healthy,Wealthy & Wise
  Orange, CA
• 09/2017 → Present
  Platt College Los Angeles Llc
  Riverside, CA
• 01/2019 → Present
  Netlaw
  Louisville, KY
• 01/2016 → Present
  Wealthwave
  Duluth, GA
• 05/2024 → Present
  Legacyshield
  Woburn, MA

Previous Registrations

• 2006-07-08 → 2012-01-06
  Investment Advisors International, Inc.
  Orange, CA
  Orange, CA
• 2004-06-15 → 2006-08-25
  Transamerica Financial Advisors, Llc
  Orange, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.? UNITED REALTY CENTER, INC. DBA AMERICAN FUNDING CENTER, 5225 CANYON CREST DR. #360, RIVERSIDE CA 92507,NON INVESTMENT RELATED, START DATE 02/01/2012, CALIFORNIA DEPARTMENT OF REAL ESTATE, AGENT, 2HRS PER MONTH WEALTHY & WISE/CERTIFIED INSURANCE AGENT/INVESTMENT RELATED-YES/765 THE CITY DR, STE 100-M, ORANGE, CA/3/0/SOLICITING AND SERVICING CLIENTS IN THE COMMERCIAL AND INDIVIDUAL HEALTH INSURANCE, ACA AND. KEVIN MCDANIEL FINANCIAL SERVICES DBA HEALTHY,WEALTHY & WISE/YES/765 THE CITY DRIVE, SUITE 100-M,ORANGE CA 92868/I OFFER THE FOLLOWING COMPANIES FOR HEALTH INSURANCE- WORD & BROWN CALIFORNIA CHOICE, CHOICE BUILDER AND OTHER COMPANIES FOR WHICH WORD & BROWN SERVES AS GENERAL AGENT (AETNA, HEALTHIEST YOU, ETC.).BENELECT, COVERED CALIFORNIA, ANTHEM BLUE CROSS, BLUE SHUELD, SHINESE COMMUNITY HEALTH PLAN,CONTRA COSTA HELATH PLAN, HEALTH NET, LA CARE HEALTH PLAN, MOLINA HEALTHCARE, KAISER PERMANETE, OSCAR, SHARP, VALLEY HEALTH PLAN, WESTERN HEALTH ADVANTAGE AND MEDI-CAL (CAL-OPTIMA)/ ADDITIONALS COMPANIES WHICH PROVIDE DENTAL, EYE CARE AND OTHER COVERAGE. INCLUDING: MORGAN WHITE GROUP(GENERAL AGENT)DELTA DENTAL, CAREINTON, NATIONWIDE, RENASSANCE DENTAL, DAVIS VISION, VSP VISION. ALOT OF THE WORK FOR COVERED CALIFORNIA WILL BE CONDUCTED BY PHONE AND THROUGH WEBSITE WITH NO IN -PERSON INTERACTION, I WILL ALSO PROVIDE MEDICARE SUPPLEMENTS AND MEDICARE ADVANRAGE THROUGH COMPANIES REPRESENTED BU TEAM ALVAREZ AS WELL AS UNITED AMERICAN, AETNA BLUE SHIELD,ANTHEM BLUE CROSS, AARP UNITED HEALTHCARE AND OTHERS/CERTIFIED INSURANCE AGENT/08.01.2009/3/0/SOLICITING AND SERVICING CLIENTS IN COMMERICAL AND INDIVIDUAL HEALTH INSURANCE, ACA AND MEDI-CAL SERVICES THROUGH COVERED CALIFORNIA AND MEDICARE PROGRAMS. I WILL BE IN CHARGE OF THE EXPENSES, INCLUDING PAYING AND DISTRIBUTING OFFICE EXPENSES FOR THIS OBA Platt College, Los Angeles, LLC/ 9.22.2017/ Non Investment Related/ 6465 Sycamore Canyon, St 100 Riverside CA 92507/ Adjunct Business Mgt Inst/ Post Secondary college Education/ Prepare and teach a class on selected days/ Approved without Restrictions NetLaw / 0415-Present / INVESTMENT RELATED: NO /12910 Shelbyville Rd, Ste. 124 Louisville, KY 40243 /Outside Sales Rep / Online estate planning document preparation / hrs work monthly: 1 / Sec trading hrs: 0 / Market and facilitate client usage of website. LEGACYSHIELD \ OSITION: Representative NATURE: Estate Plans (trusts & wills) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/29/2024 ADDRESS: 1 Linscott Rd, Woburn MA 01810 \ DESCRIPTION: For a prospect that has identified an estate planning need: send them a link so they can go online and start process of developing an estate plan. INTERNATIONAL EDUCATION CORPORATION / 0612-Present / Investment Related: No /IRVINE, CA / INSTRUCTOR / NA/ Hrs. Work Monthly:0 / Sec Trading Hrs.: 0/ NA CMG MORTGAGE / 0310-Present / Investment Related: No /Address /SENIOR LOAN OFFICER/ Realty/ Hrs. Work Monthly: 0 / Sec Trading Hrs.: 0 / NA CITADEL LAW OFFICES & ESTATE PLANNING MCDANIEL FINANCIAL SERVICES/ 0896-Present / Investment Related: No / NEWPORT BEACH / INDEPENDENT CONTRACTOR / NA/ Hrs. Work Monthly: 0/ Sec Trading Hrs.: 0 / NA MCDANIEL FINANCIAL SERVICES / 0809-Present / Investment Related: Yes /Orange , CA/ OWNER / NA/ Hrs. Work Monthly: 0 / Sec Trading Hrs.: 0 / NA

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-16
• S63 Uniform Securities Agent State Law Examination
  1992-09-01