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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| NJ | RA | APPROVED | 2020-05-08 |
| TX | RA | APPROVED_RES | 2020-04-06 |
Branch Locations
11830 Sebastian Way Ste 104, Rancho Cucamonga, CA 91730 • United States
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 |
|---|---|---|---|---|
| World Financial Group, Inc. | Ontario | CA | 04/2009 | Present |
| Transamerica Financial Advisors, Inc | Rancho Cucamonga | CA | 01/2012 | 12/2019 |
| Baron'S Enterprises International, Inc. | Mission Hills | CA | 09/2011 | Present |
| Transamerica Financial Advisors, Inc | Ontario | CA | 02/2020 | Present |
| Wealthwave | Ontario | CA | 01/2016 | Present |
| Dominica Livestock Cooperative | Roseau, Commonwealth Of Dominica, West I | CA | 11/2024 | Present |
| Black Excellence Leadership Council | 6400 C Street Sw, Cedar Rapids, Ia 52499 | IA | 11/2024 | Present |
| Destin Driven, Llc | Laramie | WY | 07/2023 | Present |
| Inheritguard, Llc | Sheridan | WY | 12/2024 | Present |
| Heartland Institute Of Financial Education | Greenwood Village | CA | 09/2025 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Wealthwave | 01/2016 | Ontario, CA | WFGIA Co-Brand Company | Marketing | yes investment related. Destin Driven, LLC | 0 hrs during trading | 911 S. 4th Street, Laramie, WY 82070 | Sole Member | Not investment related |Pass-Through Entity for referral fees from Attorneys, Accountants, and Consultants | Approved with limitations. Inheritguard, LLC | 0 hrs during trading | 30 N. Gould Street, Sheridan WY 82801 | not investment related | position is not applicable | Providing bundled professional services with Emphasis on Estate Planning Services. BARONS ENTERPRISES INTERNATIONAL, INC. \ POSITION: CEO NATURE: Owner INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2011 ADDRESS: 3602 Inland Empire Blvd, C-160, Ontario CA 91764, \ DESCRIPTION: Pass-Through entity to help run our WFG / TFA Business BLACK EXCELLENCE LEADERSHIP COUNCIL POSITION: Council Member NATURE: Leadership INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2024 ADDRESS: 6400 C Street SW, 6400 C Street SW, Cedar Rapids, IA 52499 IA 52499, United States DESCRIPTION: Mentor members and help run events and meetings. DOMINICA LIVESTOCK COOPERATIVE POSITION: Public Relations Officer NATURE: Livestock INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 27 Hilsborough Street, Country of Dominica, Roseau, Commonwealth of Dominica, West Indies CA 00000, United States DESCRIPTION: The Dominica Livestock Cooperative (DLC) is dedicated to transforming the livestock industry in Dominica through collaboration, innovation, and excellence. Our mission is to enhance profitability, streamline production, and establish domestic standards for meat and value-added products. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: Certified Financial Educator NATURE: Financial Education INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/24/2025 ADDRESS: 8301 E. Prentice Ave, Suite 312, Greenwood Village CA 80111, United States DESCRIPTION: I promote and provide financial education coursesto businesses and employer groups as aHeartland CFEd.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-18 |
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