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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_RES 2024-07-03
CA RA APPROVED 2013-01-30
  • TX RA
    APPROVED_RES
    Since 2024-07-03
  • CA RA
    APPROVED
    Since 2013-01-30

Branch Locations

21221 S Western Ave Suite 110, Torrance, CA 90501 • United States

Disclosures

3 disclosure categories 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 Yes
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Runright Realty Los Angeles CA 01/2003 Present
Runright Insurance Services Inglewood CA 12/2005 Present
Wfg Chino CA 03/2010 Present
Transamerica Financial Advisors, Inc Torrance CA 01/2013 Present
Debtmerica Relief Santa Ana CA 02/2013 08/2022
Covered Ca - Affordable Care Act Los Angeles CA 09/2013 Present
Office Administrator Torrance CA 06/2016 06/2017
Applied General Agency Commerce CA 11/2017 Present
New Life Global Development Inc. Inglewood CA 05/2019 Present
Netaw Louisville KY 01/2014 Present
  • 01/2003 → Present
    Runright Realty
    Los Angeles, CA
  • 12/2005 → Present
    Runright Insurance Services
    Inglewood, CA
  • 03/2010 → Present
    Wfg
    Chino, CA
  • 01/2013 → Present
    Transamerica Financial Advisors, Inc
    Torrance, CA
  • 02/2013 → 08/2022
    Debtmerica Relief
    Santa Ana, CA
  • 09/2013 → Present
    Covered Ca - Affordable Care Act
    Los Angeles, CA
  • 06/2016 → 06/2017
    Office Administrator
    Torrance, CA
  • 11/2017 → Present
    Applied General Agency
    Commerce, CA
  • 05/2019 → Present
    New Life Global Development Inc.
    Inglewood, CA
  • 01/2014 → Present
    Netaw
    Louisville, KY
Previous Registrations
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. New Life Global Development Inc. /0519-Present / Investment Related: Yes/ 1437 Centinela Ave. suite c, Inglewood, CA 90302/Financial Analyst/ NLGD consults in the development and Management of Homeless housing and services/ Hrs Work Monthly: 40/ Sec Trading Hrs: 2 / I analyze the profitability of potential projects. Netaw / 0114-Present/ Investment Related: No/12910 Shelbyville Rd, Suite 124, Louisville, KY 40243/Agent / Truste and will and related products / Hrs Work Monthly: 4/ Sec Trading Hrs: 0 / Sell products RUNRIGHT INSURANCE SERVICES/YES, INVESTMENT RELATED/1201 N LABREA AVE INGLEWOOD, CA 90302/HOME, LIFE & COMMERCIAL BUSINESS INSURANCE/PARTNER-BROKER/12.2005/5/5/SUPPORT EXISTING COMMERCIAL CLIENTS AND SET UP ANY NEW REQUESTED POLICIES. RUNRIGHT REALTY/YES, INVESTMENT RELATED/2033 W 84TH PL LOS ANGELES, CA 90047 313-759-1017/PROVIDE ASSISTANCE TO CLIENTS WHO WANT TO BUY OR SELL SFR AND MULTI-UNIT BUILDINGS/I ALSO WORK WITH COMMERCIAL PROPERTIES/I HAVE BEEN LICENSED SINCE 197/BROKER/3.2003/80/60/RESPONSIBLE FOR ALL ASPECTS OF THE OPERATIONS OF THIS OBA/THIS IS CURRENTLY A STAND ALONE OPERATION/I MAY OPEN A BRANCH OFFICE WITH A BUSINESS PARTNER IN 2013 COVERED CA - AFFORDABLE CARE ACT; NOT INVESTMENT-RELATED; 2033 W 84TH PL, LOS ANGELES, CA 90047; PROVIDING HEALTH CARE INSURANCE THROUGH COVERED CALIFORNIA; INDEPENDENT HEALTH INSURANCE AGENT; 9/30/13; 40-80 HRS/MONTH; PROVIDING EXPERTISE ON AVAILABLE HEALTH CARE OPTION AVAILABLE THROUGH COVERED CA TO INDIVIDUALS AND SMALL BUSINESSES APPLIED GENERAL AGENCY /1117 TO PRESENT/ INVESTMENT RELATED: NO /6279 E. SLAUSON AVE. STE 205 COMMERCE, CA 90040/AGENT/MEDICARE SALES / hrs work monthly: 40/Sec trading hrs: 4 /MEETING WITH INTERESTED BENEFICIARIES OF MEDICARE AND PROVIDING ALTERNATIVE MEDICAL ADVANTAGE PLANS AND SUPPLEMENT PLANS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-11-12
S63 Uniform Securities Agent State Law Examination 2010-09-15
  • S65 Uniform Investment Adviser Law Examination
    2010-11-12
  • S63 Uniform Securities Agent State Law Examination
    2010-09-15
Other Names
  • Fred Williams
  • Frederick D Williams

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