Richard Dean Sandoval

Current Employers

Employment History

• 04/1986 → Present
  Richard Sandoval (Self)
  Orange, CA
• 06/2001 → Present
  World Financial Group
  Orange, CA
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Orange, CA
• 07/2012 → Present
  American Funding Center
  Riverside, CA
• 11/2012 → 08/2020
  Epic Estate Plans
  Covina, CA
• 12/2017 → Present
  Stewart Roth Oak Connection
  Fountain Valley, CA
• 12/1987 → Present
  Rental Property
  Orange, CA
• 02/2001 → Present
  Representative Payee For My Disabled Sons Social Security
  Orange, CA
• 02/2023 → Present
  Representative Payee For My Disabled Son's In Home Supported Ser
  Orange, CA

Previous Registrations

• 2007-02-23 → 2012-01-06
  Investment Advisors International, Inc.
  Orange, CA
  Orange, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc STEWART ROTH OAK CONNNECTION/NOT INVESTMENT RELATED/ACCOUNTANT/12.1.2017/18218 EUCLID AVENUE, FOUNTAIN, CA 92708/RETAIL FURNITURE STORE/PREPARE MONTHLY FINANCIAL STATEMENTS AND PREPARE THE CORPORATION INCOME TAX RETURN./HOURS.MONTH: 8 RICHARD SANDOVAL(self)/No/Orange CA/01/1986/owner/tax prep-bookkeeping-business-consulting/accouting/50/50/tax consulting and prep/approved with restriction AMERICAN FUNDING CENTER/NO/ 5225 Canyon Crest Drive Suite 352 Riverside CA 92507/9516833291/Employee/http://www.fundingyourloans.com/ and http://www.americanfundingcenter.com/webcaster.html/ I own and operate a small accounting and tax practice. I have several hundred clients. Periodically some one will ask me if I know a home loan broker. When this question comes up, I will refer them to American Funding Center. When and if the loan actually closes, I will be paid a percentage of the fees that were charged. I will not be actively seeking this kind of business/ Rental Property / 1287-Present / Investment Related: Yes / 385 N Elk Glen Lane Orange, CA 92869 / Owner / Rental Property / Hrs. Work Monthly: 1 / Sec Trading Hrs.: 0 / Collect the rent, repairs, insurance, etc. REPRESENTATIVE PAYEE FOR MY DISABLED SONS SOCIAL SECURITY POSITION: Representative Payee NATURE: Representive Payee INVESTMENT RELATED: No NUMBER OF HOURS: 87 SECURITIES TRADING HOURS: 4 START DATE: 02/07/2001 ADDRESS: 385 N Elk Glen Lane, 385 N Elk Glen Lane, Orange CA 92869, United States DESCRIPTION: Take care of my disabled Son. REPRESENTATIVE PAYEE FOR MY DISABLED SON'S IN HOME SUPPORTED SERVICES (IHSS) POSITION: Representative Payee NATURE: Representative Payee INVESTMENT RELATED: No NUMBER OF HOURS: 37 SECURITIES TRADING HOURS: 4 START DATE: 02/01/2023 ADDRESS: 385 N Elk Glen Ln, Orange CA 92869, United States DESCRIPTION: Take care and provide for my disabled Son.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-22
• S63 Uniform Securities Agent State Law Examination
  1994-03-04

Other Names

• Richard D Sandoval