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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 | 2012-01-06 |
Branch Locations
1 disclosure category 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 | Plano | TX | 01/2006 | Present |
| Garcia - Alva Consulting Llc | Mckinney | TX | 01/2009 | 05/2017 |
| Emilio Garcia | Mckinney | TX | 07/2011 | 11/2020 |
| Transamerica Financial Advisors, Inc | Plano | TX | 01/2012 | Present |
| Debtmerica | Mckinney | TN | 12/2011 | 04/2022 |
| Taxonmobile, Llc. | Mckinney | TX | 06/2010 | 12/2019 |
| Emilio Garcia P & C Agent | Mckinney | TX | 02/2016 | Present |
| Experto Income Tax | Mckinney | TX | 08/2017 | 04/2018 |
| Qrs Accounting Services | Mckinney | TX | 10/2018 | 04/2022 |
| Net Law Inc | Louisville | KY | 03/2019 | 05/2022 |
| Fairview Youth Theatre | Fairview | TX | 08/2019 | 10/2020 |
| Mpowering America Llc | Sandy | UT | 03/2020 | 02/2022 |
| Heartland Institute Of Financial Education | Greenwood Village | CO | 04/2020 | 05/2022 |
| Emilio Garcia | Mckinney | TX | 05/2015 | 11/2020 |
| Student Optimum Services | Glendale | CA | 04/2020 | 04/2022 |
| Bni | Charlotte | NC | 02/2021 | 08/2021 |
| Bni | Charlotte | NC | 01/2021 | 08/2021 |
| E-Msquare Llc | Mckinney | TX | 03/2021 | 02/2022 |
| Xyndoo Llc | Frisco | TX | 07/2021 | Present |
| Revolt Healthcare Alliance | Frisco | TX | 09/2021 | 04/2022 |
| Apoplexy Llc | Mckinney | TX | 04/2022 | 08/2022 |
| Paoplex Llc | Mckinney | TX | 04/2022 | Present |
| Symetra | Bellevue | WA | 06/2022 | Present |
| Wealthwave | Plano | TX | 01/2016 | Present |
| J Grant Insurance Llc | Plano | TX | 07/2022 | 08/2022 |
| Allstate Benefits Group Health | Jacksonville, | FL | 01/2023 | Present |
| Erc Specialists | Orem | UT | 01/2023 | Present |
| Momen2M Consulting Llc | Frisco | TX | 04/2022 | Present |
| Texas Tough Consulting Llc | Frisco | TX | 03/2024 | Present |
| Emilio Garcia | Frisco | TX | 11/2024 | Present |
| Heartland Institute Of Financial Education | Greenwood Village | CO | 06/2025 | Present |
| Labrem Consulting Llc | Frisco | TX | 07/2026 | Present |
"Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors" Symetra / 0622-Present / Investment Related: No /777 108th Avenue NE, Suite 1200 Bellevue, WA 98004 / Agent / Agent for group life / Hrs. Work Monthly: 2 / Sec Trading Hrs: 0 / quote company group policies PaoPlex LLC / 0422-Present / Investment Related: No / 3504 Larios Ct. McKinney, TX 75070 / Partner / Car Rentals through Turo / Hrs. Work Monthly: 10 / Sec Trading Hrs: 1 / Review rentals and payments Xyndoo LLC / 0721-Present / Investment Related: no / 11625 Custer Rd. #110-#113 Frisco, TX 75035 / Owner / E-commerce / Hrs. Work Monthly: 10 / Sec Trading Hrs.: 0 / Review sales and purchases surrounding Amazon storefront that involves buying items at discount stores and reselling it on Amazon EMILIO GARCIA/P&C AGENT; 02/22/2016; YES INV RELATED; AGENT; 7429 AUDELIA LN, MCKINNEY, TX 75070; PROPERTY AND CASUALTY INSURANCE; 4 HRS/MO; 0 TRADING; REFER PEOPLE FOR P&C. J GRANT INSURANCE LLC POSITION: referral agent NATURE: P&C Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2022 ADDRESS: 730 E. Park Blvd, Suite 104B, Plano TX 75074, United States DESCRIPTION: Refer potential clients ALLSTATE BENEFITS GROUP HEALTH POSITION: referrals NATURE: Group Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/11/2023 ADDRESS: 1776 American Heritage Life Dr., Jacksonville, FL 32224, United States DESCRIPTION: provide referrals of corporate clients ERC SPECIALISTS POSITION: referral NATURE: Employee Retention Credit processing INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/13/2023 ADDRESS: 560 E. Timpanogos Circle, Orem UT 84097, United States DESCRIPTION: referral clients MOMEN2M CONSULTING LLC POSITION: Sole proprietor NATURE: Owner INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 4141 Frisco Green Ave, APT 367, Frisco TX 75034, United States DESCRIPTION: Monitor activities of delivery and receipt of vehicles TEXAS TOUGH CONSULTING LLC POSITION: CEO NATURE: online sales of lifting sling, straps and more INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2024 ADDRESS: 4141 Frisco Green Ave, APT 261, Frisco TX 75034, United States DESCRIPTION: weekly review of sales report and supervision of operations team WealthWave INVESTMENT RELATED YES SMD PLANO TX 01/2016 HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: Certified Financial Educator NATURE: Certification for financial educators INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 06/25/2025 ADDRESS: 8301 E Prentice Ave, Greenwood Village CO 80111, United States DESCRIPTION: Teach classes for financial education for persons and entities EMILIO GARCIA POSITION: Tax preparer - Partner NATURE: Tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 08/08/2025 ADDRESS: 7950 Legacy Dr, Suite 400, Plano TX 75024, United States DESCRIPTION: Tax preparation fro clients LABREM CONSULTING LLC POSITION: Director NATURE: Tax Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/29/2026 ADDRESS: 4141 Frisco Green Ave, Apt 216, Frisco TX 75034, United States DESCRIPTION: managment of the company vendors and tax preparers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-29 |
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