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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2021-03-22 |
Branch Locations
765 The City Drive S. Suite 440, Orange, CA 92868 • United States
2 disclosure categories 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 | Orange | CA | 06/2001 | Present |
| Mark Redman Insurance | Orange | CA | 07/2006 | Present |
| Transamerica Financial Advisors, Inc | Orange | CA | 01/2012 | Present |
| American Funding Center | Riverside | CA | 03/2010 | 09/2019 |
| Net Law Group Inc | Orange | CA | 04/2020 | Present |
| Wfg Direct | Orange | CA | 08/2021 | Present |
| Wealthwave | Johns Creek | GA | 01/2016 | Present |
| Legacy Shield | Woburn | MA | 08/2024 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Wealthwave | WFGIC Co-Brand company | yes investment related | 01/01/2016 | 6475 East Johns Crossing, Johns Creek, GA 30097 | marketing 1)MARK REDMAN INSURANCE; NOT INVESTMENT-RELATED; 765 THE CITY DRIVE SOUTH, ORANGE, CA 92868; INDIVIDUAL AND GROUP LIFE AND HEALTH INSURANCE, MEDICARE SUPPLEMENT, DENTAL AND VISION, ETC.; OWNER AND SALES; 07/01/2006; 4 HRS/MONTH; OWNER AND SALES OF PRODUCTS NOT OFFERED THROUGH WFG AND TFA FROM THE FOLLOWING PROVIDERS. AETNA ANTHEM BLUE CROSS BLUE SHIELD CALCPA CAL CHOICE CIGNA DELTA DENTAL HEALTH NET HSA CALIFORNIA KAISER PERMANENTE KAISER PERMANENTE CHOICE SOLUTION SEECHANGE HEALTH INSURANCE SHARP HEALTH PLAN WESTERN HEALTH ADVANTAGE UNITED HEALTHCARE WORD & BROWN COVERED CALIFORNIA COVEREDCA.COM Net Law Group Inc. / 0420-Present /Investment Related: No/ 765 The City Drive South, Suite 100 Orange, CA 92868/refer clients/ Law Firm / Hrs Work: 4/ Sec trading Hrs: 1 / I refer prospects as needed LEGACY SHIELD POSITION: representative NATURE: Law firm INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/26/2024 ADDRESS: 1 Linscott Road, Woburn MA 01801, United States DESCRIPTION: Refer clients who want to create an estate plan
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1981-12-31 |
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