Jorick Kenneth Gaines

Current Employers

Employment History

• 06/2001 → Present
  Wfgia
  San Jose, CA
• 01/2001 → Present
  Coast To Coast Reality
  San Leandro, CA
• 09/2009 → 01/2018
  Realty World - Coliseum
  Oakland, CA
• 04/2010 → Present
  Fryar Insurance Services & Risk Management
  Hayword, CA
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  San Jose, CA
• 05/2012 → 01/2018
  Word & Brown General Agency
  Orange, CA
• 11/2012 → 03/2022
  Debtmerica Relief
  Santa Ana, CA
• 01/2014 → 11/2019
  Financial Education Services
  Farmington, MI
• 02/2017 → 09/2023
  Uber
  San Francisco, CA
• 07/2018 → 03/2020
  I-Isure Me
  Mesa, AZ
• 10/2018 → 09/2023
  Lyft
  San Francisco, CA
• 01/2019 → Present
  Netlaw
  Louisville, KY
• 05/2020 → Present
  College Loan Freedom
  Henderson, NV
• 04/2020 → 09/2023
  Dickinson Insurance
  St Post Falls, ID
• 06/2020 → 02/2022
  Mpowering America, Llc
  Henderson, NV
• 09/2020 → 09/2021
  Business Network Intl
  Santa Rosa, CA
• 10/2021 → 05/2022
  Visionary Inc.
  Fergus Falls, MN
• 04/2022 → 09/2023
  Celero
  Brentwood, TN
• 01/2012 → Present
  Wealthwave
  Johns Creek, GA
• 09/2023 → Present
  Lspn Pro Llc
  Lindon, UT
• 12/2023 → Present
  Champion Health, Inc.
  Scottsdale, AZ
• 07/2024 → Present
  Nevada Solar Energy
  Las Vegas, NV
• 08/2024 → Present
  Inheritguard, Llc
  Sheridan, WY
• 08/2025 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO

Previous Registrations

• 2006-10-06 → 2012-01-06
  Investment Advisors International, Inc.
  San Jose, CA
  San Leandro, CA
  San Leandro, CA
  San Jose, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Coast to Coast Realty / 0101-Present/ Investment Related: No /14898 E. 14th st 480 San Leandro, CA 94578/Independent Contractor/ Real Estate / Hrs Work Monthly: 5%/ Sec Trading Hrs: 0% / Sales and Marketing of residential real estate NEVADA SOLAR ENERGY POSITION: Referral partner NATURE: Installation of solar panels to save on electricity INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 07/20/2024 ADDRESS: 900 S 4th St, Las Vegas NV 89101, United States DESCRIPTION: Contacting and referring homeowners that do not have solar to save money on their electricity bill and get some involved in the business. INHERITGUARD, LLC POSITION: NOT APPLICABLE/NONE NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2024 ADDRESS: 30 N Gould Street, STE 41954, SHERIDAN WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATEPLANNING ISSUES, SCHEDULE APPOINTMENTS. College Loan Freedom Investment related Yes Henderson, NV Referral Agent 5/2020 Fryar Insurance Services & Risk Management Investment Related Yes PROPERTY & CASUALTY AGENT Hayword, CA 04/2010 NetLaw Investment Related Yes Associate 01/2019 Louisville KY LSPN PRO LLC Investment related No 100 N. STATE STREET LINDON UT 84042 REFERRAL PARTNER 09/2023 CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATEPLANNING ISSUES, SCHEDULE APPOINTMENTS Champion Health, Inc. Investment related No 7272 E. Indian Rd, Scottsdale AZ 85251 Agent 12/2023 I will be marketing and prospecting businesses of all sizes for add 'l health benefits offered thru Champ which I plan to develop relationships for other opportunities for services offered by Transamerica & WFG, i.e., retirement plans, insurance, etc. 08/2025PRESENTHeartland Institute of Financial EducationGreenwood VillageColoradoUnited StatesNoCertified Financial Educator, CFEd

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-24
• S63 Uniform Securities Agent State Law Examination
  1996-07-10