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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
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
  • NJ RA
    APPROVED
    Since 2024-05-21
  • NC RA
    APPROVED
    Since 2021-04-13
  • TX RA
    APPROVED_RES
    Since 2019-02-19
  • CA RA
    APPROVED
    Since 2012-01-06

Branch Locations

41593 Winchester Rd Suite 200-Pmb309, Temecula, CA 92590 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2006 → Present
    Wfgia
    Temecula, CA
  • 05/2009 → Present
    Galarraga Engineering Consultant
    Temecula, CA
  • 07/2009 → Present
    Kalmar & Associates
    Temecula, CA
  • 02/2011 → 08/2022
    Debtmerica, Llc
    Santa Ana, CA
  • 06/2011 → 08/2022
    Applied General Agency, Inc
    Anaheim, CA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Temecula, CA
  • 04/2013 → Present
    Petersen International Underwriters
    Valencia, CA
  • 03/2018 → 06/2019
    Roick Office Property, Llc
    Temecula, CA
  • 05/2018 → Present
    Wealthwave
    Johns Creek, GA
  • 07/2023 → Present
    Champion Health, Inc.
    Scottsdale, AZ
Previous Registrations
  • 2010-03-18 → 2012-01-06
    Investment Advisors International, Inc.
    Corona, CA
    Murrieta, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-28
S63 Uniform Securities Agent State Law Examination 2006-09-18
  • S65 Uniform Investment Adviser Law Examination
    2009-12-28
  • S63 Uniform Securities Agent State Law Examination
    2006-09-18
Other Names
  • Ladislad Jorge Kalmar

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