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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2012-01-06
  • CA RA
    APPROVED
    Since 2012-01-06

Branch Locations

9121 Haven Ave. Suite #170, Rancho Cucamonga, CA 91730 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wfgia Rancho Cucamonga CA 06/2001 Present
Global Merchant Innovations, Llc Woodland Hills CA 06/2010 12/2021
Giving Merchant, Llc Woodland Hills CA 06/2010 12/2021
Transamerica Financial Advisors, Inc Rancho Cucamonga CA 01/2012 Present
Businessclassonpoints.cOm Fountain Valley CA 02/2025 Present
  • 06/2001 → Present
    Wfgia
    Rancho Cucamonga, CA
  • 06/2010 → 12/2021
    Global Merchant Innovations, Llc
    Woodland Hills, CA
  • 06/2010 → 12/2021
    Giving Merchant, Llc
    Woodland Hills, CA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Rancho Cucamonga, CA
  • 02/2025 → Present
    Businessclassonpoints.cOm
    Fountain Valley, CA
Previous Registrations
  • 2008-11-12 → 2012-01-06
    Investment Advisors International, Inc.
    Anaheim, CA
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. businessclassonpoints.com / Investment Related: No / OWNER / Travel consulting and guide on points and miles / 02/01/2025 / 16223 Mount Craig circle Fountain Valley CA 92708 / dpham@tfaconnect.com / "This arise from my hobby of traveling. I  consult potential clients on how to navigate the often confuse and complex world of miles and points and most importantly how to redeem these points and miles to it s maximum value.  My fees will be for spending time searching for the flight that the client want and use the correct amount of miles and points so that they can fly on business class long distance for just tax only.  Approved w/Limitations

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-19
S63 Uniform Securities Agent State Law Examination 1994-04-15
  • S65 Uniform Investment Adviser Law Examination
    2008-08-19
  • S63 Uniform Securities Agent State Law Examination
    1994-04-15
Other Names
  • Cuong Manh Pham

View on SEC IAPD

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