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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-21 |
| CA | RA | APPROVED | 2017-09-08 |
Branch Locations
11801 Pierce Street Suite 215, Riverside, CA 92505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Anaheim | CA | 05/2013 | Present |
| Transamerica Financial Advisors | Anaheim | CA | 01/2012 | Present |
| Rental Property | Riverside | CA | 05/2013 | 12/2022 |
| The River Church | Norco | CA | 07/2016 | 10/2023 |
| Wfg Direct | Anaheim | CA | 08/2021 | 12/2025 |
| Rental Property | Riverside | CA | 05/2013 | 12/2022 |
| In Home Support Services | Moreno Valley | CA | 07/2024 | Present |
| Rental Property | Riverside | CA | 05/2013 | Present |
| The Life Builders, Inc. | Norco | CA | 12/2024 | Present |
| Student Optimum Services | Mission Hills | CA | 03/2026 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). IN HOME SUPPORT SERVICES POSITION: Care Giver NATURE: Care Giving INVESTMENT RELATED: No NUMBER OF HOURS: 258 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 12125 Day St., Unit 101, Moreno Valley CA 92504, United States DESCRIPTION: Primary care giver for my son, Ryan Sheckler which includes all aspects of daily life and safety. THE LIFE BUILDERS, INC. POSITION: President NATURE: Family Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/22/2024 ADDRESS: 1801 Town and Country Drive, #196, Norco CA 92860, United States DESCRIPTION: No daily activities. Audio financial records and file taxes. RENTAL PROPERTY POSITION: Home Renter NATURE: Room Rental INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2013 ADDRESS: 5924 La Sierra Avenue, Riverside CA 92505, United States DESCRIPTION: To provide a Room & Food for Ryan. STUDENT OPTIMUM SERVICES POSITION: Referring Agent NATURE: College Loan Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/20/2026 ADDRESS: 15455 San Fernando Mission Blvd., Suite 409, Mission Hills CA 91345, United States DESCRIPTION: I will only be referring clients that need help with paying and managing college loans - only applies to Federal School Loans. Student Optimum Services was established in 2010 out of Los Angeles California with 1 purpose, to assists students in financial hardship who have been overcharged by federal loan servicers enrolling and take advantage of student loan forgiveness programs offered by the U.S. Department of Education.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-30 |
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