James Richard Cabral

Current Employers

Employment History

• 06/2001 → Present
  Wfgia
  Modesto, CA
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Modesto, CA
• 02/2014 → 05/2019
  American Pacific Mortgage Dba Central Valley Home Loan Group
  Stockton, CA
• 10/2018 → 10/2020
  M 7:7 Holdings Llc
  Modesto, CA
• 05/2019 → 10/2022
  American Financial Network Inc
  Atwater, CA
• 06/1999 → Present
  Rental Income
  Atwater, CA
• 08/2021 → Present
  Wfg Direct
  Modesto, CA
• 05/2022 → Present
  Net Law Group Inc.
  Louisville, KY
• 01/2016 → Present
  Wealthwave
  Modesto, CA
• 11/2022 → 12/2023
  E Mortgage Capital, Inc.
  Irvine, CA
• 02/2023 → 07/2024
  Lspn Pro, Llc
  Lindon, UT
• 06/2023 → Present
  Champion Health, Inc.
  Scottsdale, AZ
• 08/2023 → Present
  Senior Life Insurance Company
  Thomasville, GA
• 07/2024 → Present
  Inheritguard, Llc
  Sheridan, WY

Previous Registrations

• 2006-08-22 → 2012-01-06
  Investment Advisors International, Inc.
  Modesto, CA
  Modesto, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Net Law Group Inc. / 0522 -Present / Investment Related: No / 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243/ Independent Contractor / Living Trust Preparation / Hrs. Work Monthly: 2 / Sec Trading Hrs: 1 / I will help client set up their online account and help them with basic question as it pertains to getting started with their estate planning process. Rental Income / 0699-Present/ Investment Related: Yes / Atwater, CA 93501 / Sole Proprietor / I have investment rental properties that I received rental income from. I sell and but rental properties as opportunities present themselves. CHAMPION HEALTH, INC. POSITION: Agent NATURE: Health Insurance Supplement INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 7272 E. Indian School Rd., #540, Scottsdale AZ 85251, United States DESCRIPTION: Contacting employers regarding the employer/employee of the benefits the Champ Plan offers. (See www.champplan.com website) benefits are too numerous to list. One of the benefits to the employee is having access to a Tele-Doc. Champ Plan is designed to increase the overall health of the employee, therefore, reducing the of urgent care visits and hospital admissions. SENIOR LIFE INSURANCE COMPANY POSITION: Agent NATURE: Group Employee Benefits Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2023 ADDRESS: 1 Senior Life Lane, P.O. Box 2447, Thomasville GA 31799, United States DESCRIPTION: Sales of a guarantee issue life insurance through their employer. INHERITGUARD, LLC POSITION: Non Applicable NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/30/2024 ADDRESS: 30 N Gould Street, Sheridan WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATEPLANNING ISSUES, SCHEDULE APPOINTMENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-22
• S63 Uniform Securities Agent State Law Examination
  1995-02-17