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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-01-06
  • TX RA
    APPROVED
    Since 2012-01-06

Branch Locations

730 E Park Blvd Suite 104, Plano, TX 75074 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2006 → Present
    Wfgia
    Plano, TX
  • 01/2009 → 05/2017
    Garcia - Alva Consulting Llc
    Mckinney, TX
  • 07/2011 → 11/2020
    Emilio Garcia
    Mckinney, TX
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Plano, TX
  • 12/2011 → 04/2022
    Debtmerica
    Mckinney, TN
  • 06/2010 → 12/2019
    Taxonmobile, Llc.
    Mckinney, TX
  • 02/2016 → Present
    Emilio Garcia P & C Agent
    Mckinney, TX
  • 08/2017 → 04/2018
    Experto Income Tax
    Mckinney, TX
  • 10/2018 → 04/2022
    Qrs Accounting Services
    Mckinney, TX
  • 03/2019 → 05/2022
    Net Law Inc
    Louisville, KY
  • 08/2019 → 10/2020
    Fairview Youth Theatre
    Fairview, TX
  • 03/2020 → 02/2022
    Mpowering America Llc
    Sandy, UT
  • 04/2020 → 05/2022
    Heartland Institute Of Financial Education
    Greenwood Village, CO
  • 05/2015 → 11/2020
    Emilio Garcia
    Mckinney, TX
  • 04/2020 → 04/2022
    Student Optimum Services
    Glendale, CA
  • 02/2021 → 08/2021
    Bni
    Charlotte, NC
  • 01/2021 → 08/2021
    Bni
    Charlotte, NC
  • 03/2021 → 02/2022
    E-Msquare Llc
    Mckinney, TX
  • 07/2021 → Present
    Xyndoo Llc
    Frisco, TX
  • 09/2021 → 04/2022
    Revolt Healthcare Alliance
    Frisco, TX
  • 04/2022 → 08/2022
    Apoplexy Llc
    Mckinney, TX
  • 04/2022 → Present
    Paoplex Llc
    Mckinney, TX
  • 06/2022 → Present
    Symetra
    Bellevue, WA
  • 01/2016 → Present
    Wealthwave
    Plano, TX
  • 07/2022 → 08/2022
    J Grant Insurance Llc
    Plano, TX
  • 01/2023 → Present
    Allstate Benefits Group Health
    Jacksonville,, FL
  • 01/2023 → Present
    Erc Specialists
    Orem, UT
  • 04/2022 → Present
    Momen2M Consulting Llc
    Frisco, TX
  • 03/2024 → Present
    Texas Tough Consulting Llc
    Frisco, TX
  • 11/2024 → Present
    Emilio Garcia
    Frisco, TX
  • 06/2025 → Present
    Heartland Institute Of Financial Education
    Greenwood Village, CO
  • 07/2026 → Present
    Labrem Consulting Llc
    Frisco, TX
Previous Registrations
  • 2008-07-09 → 2012-01-06
    Investment Advisors International, Inc.
    Plano, TX
Other Businesses

"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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-06-24
S63 Uniform Securities Agent State Law Examination 2006-03-29
  • S65 Uniform Investment Adviser Law Examination
    2008-06-24
  • S63 Uniform Securities Agent State Law Examination
    2006-03-29

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