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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-28 |
| CA | RA | APPROVED | 2025-03-19 |
Branch Locations
14726 Ramona Avenue Suite #446, Chino, CA 91710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Chino | CA | 03/2022 | Present |
| Wfgia | Chino | CA | 08/2020 | Present |
| Rubios Coastal Grill | Carlsbad | CA | 02/2018 | 12/2024 |
| Hometown Buffet | Colton | CA | 11/2007 | 02/2018 |
| Real Estate | Adelanto | CA | 03/2022 | 12/2024 |
| Real Estate | Fayetteville | NC | 01/2022 | Present |
| Turo | Victorville | CA | 01/2022 | 12/2024 |
| Croesusfg Llc | Victorville | CA | 01/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc REAL ESTATE/Investment Related - Yes/6545 Amanda Circle, Fayetteville, NC 28304/Rental property/owner/01.2022/0/0/owner CROESUSFG LLC POSITION: Owner NATURE: Taxes for my WFG business INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2025 ADDRESS: 13830 Summer Wind st, Victorville CA 92394, United States DESCRIPTION: pass-through entity for my WFG business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-14 |
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