Lee Alan Rosenblum

Current Employers

Employment History

• 12/2012 → Present
  Transamerica Financial Advisors, Inc
  El Dorado Hills, CA
• 08/2012 → Present
  Wfgia
  El Dorado Hills, CA
• 07/2013 → 05/2017
  Harvest Development Group
  Old Saybrook, CT
• 07/2014 → 03/2022
  Debtmerica
  Santa Ana, CA
• 09/2014 → 11/2022
  Student Debt Solution Center, Llc
  Agoura Hills, CA
• 07/2016 → 05/2017
  Farmer Veteran Coalition
  Davis, CA
• 06/2018 → 11/2022
  Aflac (American Family Life Assurance Company)
  Columbus, GA
• 02/2019 → 06/2023
  Net Law
  Louisville, KY
• 05/2021 → 05/2024
  Legacy Shield
  Jacksonville, FL
• 07/2023 → Present
  Champion Health, Inc.
  Scottsdale, AZ
• 12/2023 → Present
  Wealthwave
  Alpharetta, GA
• 06/2024 → Present
  Inheritguard, Llc
  Sheridan, WY
• 05/2024 → Present
  Association Of Financial Educators
  Austin, TX
• 07/2025 → Present
  Dreamscore Llc
  Carlsbad, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. CHAMPION HEALTH, INC. POSITION: agent NATURE: Health Insurance Supplement INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/12/2023 ADDRESS: 7272 E. Indian School Rd., #540, Scottsdale AZ 85251, United States DESCRIPTION: Contacting employers regarding the employer/employee of the benefits the Champ Plan offers. (Seewww.champplan.com website) benefits are too numerous to list. One of the benefits to the employee is having accessto a Tele-Doc. Champ Plan is designed to increase the overall health of the employee, therefore, reducing the use ofurgent care visits and hospital admissions. WEALTHWAVE POSITION: null NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/22/2023 ADDRESS: 3030 Royal Blvd, Alpharetta GA 30022, United States DESCRIPTION: WFG Co-Brand INHERITGUARD, LLC \ POSITION: NA NATURE: Providing bundled professional services with emphasis on estate planning services INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 06/12/2024 ADDRESS: 30 Gould Street, Ste 41954, Sheridan WY 82801, \ DESCRIPTION: client communications, follow up with client issues, provide education on estate planning issues, schedule appointments ASSOCIATION OF FINANCIAL EDUCATORS POSITION: volunteer NATURE: I give financial education workshops that they send me to. AFE reaches out to companies (for profit and not-for-profit) asking them if they would like to offer financial education workshops for their employees. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2024 ADDRESS: 108 Wild Basin Road S, Suite 250, Austin TX 78746, United States DESCRIPTION: I speak with a representative of the organization and explain that I am a volunteer for AFE. I tell them the kind of workshops that are available and I explain the minimal amount of work required on their part. DREAMSCORE LLC POSITION: referral agent NATURE: R&D Tax Credits INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 07/15/2025 ADDRESS: 701 Palomar Rd., #300, Carlsbad CA 92011, United States DESCRIPTION: I ask business owners if they have received their state and/or federal R&D tax credit. If the have not or are interested, I refer them to an accountant or an attorney to help them through the process

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-04-11
• S63 Uniform Securities Agent State Law Examination
  2013-03-05