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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-21 |
| NC | RA | APPROVED | 2021-04-13 |
| TX | RA | APPROVED_RES | 2019-02-19 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
41593 Winchester Rd Suite 200-Pmb309, Temecula, CA 92590 • 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 |
|---|---|---|---|---|
| Wfgia | Temecula | CA | 04/2006 | Present |
| Galarraga Engineering Consultant | Temecula | CA | 05/2009 | Present |
| Kalmar & Associates | Temecula | CA | 07/2009 | Present |
| Debtmerica, Llc | Santa Ana | CA | 02/2011 | 08/2022 |
| Applied General Agency, Inc | Anaheim | CA | 06/2011 | 08/2022 |
| Transamerica Financial Advisors, Inc | Temecula | CA | 01/2012 | Present |
| Petersen International Underwriters | Valencia | CA | 04/2013 | Present |
| Roick Office Property, Llc | Temecula | CA | 03/2018 | 06/2019 |
| Wealthwave | Johns Creek | GA | 05/2018 | Present |
| Champion Health, Inc. | Scottsdale | AZ | 07/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. 05/2018PRESENTWealthWaveJohns CreekGeorgiaUnited StatesNoNA PETERSEN INTERNATIONAL UNDERWRITERS,23929 VALENCIA BOULEVARD,VALENCIA CA 91355, NON INVESTMENT RELATED,POSITION HEALTH AGENT, START DATE 4/7/2013, 8HRS PER MONTH GALARRAGA ENGINEERING CONSULTANT/ software & hardware engineering consulting/ Temecula CA/ wife's account, on bank account / not investment related / 10% of time devoted to business and 10% during trading hours. KALMAR & ASSOCIATES, INC / 42583 meade circle, Temecula, CA 92592 / as of 7/2009 / Owner / Tax purposes - pass through company / approx. $12,000/month. CHAMPION HEALTH, INC. POSITION: agent NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 7272 E. Indian School Rd., #540, Scottsdale AZ 85251, United States DESCRIPTION: Contacting Employers regarding the employer/employee of benefits the champ plan offers. (please see the website) benefits are too numerous to list. I will mention one of the numerous benefits to the employee is access to a tele-doc. Champ plan is designed to increase the overall health of the employee therefore reducing urgent care, and hospital admissions The champ plan DOES NOT REPLACE the company existing health insurance, champ covers things the existing insurance does not. "CHAMP IS NOT an AFLAC product" Once I make contact with the employer, I will simply refer the champ team to the owner/COO of the comp champ team will explain the benefits of the plan and do the enrollment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-18 |
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