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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
CA RA APPROVED 2025-01-01
NC RA APPROVED 2024-07-03
  • CA RA
    APPROVED
    Since 2025-01-01
  • NC RA
    APPROVED
    Since 2024-07-03

Branch Locations

1835 W. Orangewood Ave. Suite 102, Orange, CA 92868 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors, Inc Orange CA 11/2013 Present
World Financial Group, Inc Orange CA 02/2011 Present
Covered Ca Irvine CA 09/2013 Present
California Exchange Insurance Center Bellflower CA 03/2014 Present
American Financial Network Irvine CA 02/2016 03/2018
Nido Financial Group, Inc Tustin CA 03/2018 12/2019
Unified Insurance Services Tarzana CA 03/2018 09/2018
Advantage Plus Insurance Canoga Park CA 09/2018 12/2025
Rey-Top Insurance Services Monterey Park CA 08/2019 01/2026
School First Federal Credit Union Tustin CA 10/2019 12/2019
Nexa Mortgage Llc Chandler AZ 02/2020 09/2022
Exp Realty San Ramon CA 05/2020 09/2022
E Mortgage Capital Inc. Santa Ana CA 10/2021 Present
Dynasty Real Estate, Inc. Ontario CA 10/2021 07/2022
Alta Realty Group Inc Ca Newport Beach CA 05/2023 Present
Trinhconsultinginc Irvine CA 04/2022 Present
Advantage Plus Insurance Canoga Park CA 09/2018 12/2025
Loan Factory Inc. San Jose CA 01/2026 Present
Rey-Top Insurance Services Los Angeles CA 08/2019 01/2026
Property Rental Income Irvine CA 09/2025 Present
  • 11/2013 → Present
    Transamerica Financial Advisors, Inc
    Orange, CA
  • 02/2011 → Present
    World Financial Group, Inc
    Orange, CA
  • 09/2013 → Present
    Covered Ca
    Irvine, CA
  • 03/2014 → Present
    California Exchange Insurance Center
    Bellflower, CA
  • 02/2016 → 03/2018
    American Financial Network
    Irvine, CA
  • 03/2018 → 12/2019
    Nido Financial Group, Inc
    Tustin, CA
  • 03/2018 → 09/2018
    Unified Insurance Services
    Tarzana, CA
  • 09/2018 → 12/2025
    Advantage Plus Insurance
    Canoga Park, CA
  • 08/2019 → 01/2026
    Rey-Top Insurance Services
    Monterey Park, CA
  • 10/2019 → 12/2019
    School First Federal Credit Union
    Tustin, CA
  • 02/2020 → 09/2022
    Nexa Mortgage Llc
    Chandler, AZ
  • 05/2020 → 09/2022
    Exp Realty
    San Ramon, CA
  • 10/2021 → Present
    E Mortgage Capital Inc.
    Santa Ana, CA
  • 10/2021 → 07/2022
    Dynasty Real Estate, Inc.
    Ontario, CA
  • 05/2023 → Present
    Alta Realty Group Inc Ca
    Newport Beach, CA
  • 04/2022 → Present
    Trinhconsultinginc
    Irvine, CA
  • 09/2018 → 12/2025
    Advantage Plus Insurance
    Canoga Park, CA
  • 01/2026 → Present
    Loan Factory Inc.
    San Jose, CA
  • 08/2019 → 01/2026
    Rey-Top Insurance Services
    Los Angeles, CA
  • 09/2025 → Present
    Property Rental Income
    Irvine, CA
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. E Mortgage Capital Inc. / 1021-Present / Investment Related: No / 939 E Santa Ana Blvd., Santa Aca, CA 92701 / Mortgage Loan Originator - Real Estate Agent/ Mortgage Title / Hrs. Work Monthly: 120 / Sec Trading Hrs: 3 / I assist clients to understand the mortgage process, check if they are qualified and help them to apply for the mortgage. CALIFORNIA EXCHANGE INSURANCE CENTER; 17139 BELLFLOWER BLVD, STE 201, BELLFLOWER CA 90706; HEALTH CARE, MEDICARE; HEALTH INSURANCE AGENT; 3/2014; 40 HRS/MONTH; 10 HRS/MONTH; REVIEW CUSTOMER'S NEED FOR A HEALTH INSURANCE PLAN AND RECOMMEND ONE BASED ON THEIR AFFORDABILITY AND SUITABILITY ALTA REALTY GROUP INC CA POSITION: Real Estate Sale person NATURE: Real Estate Sales INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 3 START DATE: 05/01/2023 ADDRESS: 3416 Via Lido Ste E, Newport Beach CA 92663, United States DESCRIPTION: Providing guidance and assisting sellers and buyers in marketing and purchasing property for the right price under the best terms. Determining clients' needs and financials abilities to propose solutions that suit them. Performing comparative market analysis to estimate properties' value. TRINHCONSULTINGINC POSITION: Owner NATURE: Entity Ownership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/11/2022 ADDRESS: 4102 Blackfin Ave, Irvine CA 92620, United States DESCRIPTION: I just used it to get paid from already disclosed-OBAs. There has been no daily activities happened with this OBA. LOAN FACTORY INC. POSITION: Sale agent & Loan originator NATURE: Real Estate & Mortgage Broker INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 01/19/2026 ADDRESS: 2195 Tully Road, SAN JOSE CA 95122, United States DESCRIPTION: Providing guidance and assisting sellers to sell & buyers to acquire property for the right price under the best terms. Determining borrowers' needs and financials abilities to propose solutions that suit them. Performing comparative market analysis to estimate properties' value. COVERED CA POSITION: CERTIFIED INSURANCE AGENT NATURE: Health Insurance Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2013 ADDRESS: 1601 Exposition Blvd.,, Sacramento CA 95815, United States DESCRIPTION: I meet, call and enroll clients with suitable health insurance coverage in the CoveredCA individual MarketPlace. PROPERTY RENTAL INCOME POSITION: Landlord NATURE: Property management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 4102 Blackfin Ave, Irvine CA 92620, United States DESCRIPTION: I manage my own home and make it a welcome atmosphere & a clean place for students to study.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-06-19
S65 Uniform Investment Adviser Law Examination 2011-12-01
  • S63 Uniform Securities Agent State Law Examination
    2014-06-19
  • S65 Uniform Investment Adviser Law Examination
    2011-12-01
Other Names
  • Teresa Trinh
  • Thanh Ha Trinh

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