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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
9121 Haven Ave. Suite #170, Rancho Cucamonga, CA 91730 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-15 |
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