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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 | APPROVED | 2012-01-06 |
Branch Locations
3505 Camino Del Rio South, San Diego, CA 92108 • 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 | San Diego | CA | 07/2001 | Present |
| Kreider Inc | San Diego | CA | 08/2009 | Present |
| Rental Property | Poway | CA | 08/2009 | 07/2020 |
| Sea Ray 460 Llc | San Diego | CA | 02/2007 | Present |
| Transamerica Financial Advisors, Llc | San Diego | CA | 01/2012 | Present |
| Timeshares | San Diego | CA | 10/2001 | 12/2022 |
| Warner Pacific Insurance Services | Westlake Village | CA | 06/2014 | 01/2023 |
| Wealthwave | Johns Creek | GA | 12/2022 | Present |
| Champ Plan | Scottsdale | AZ | 06/2023 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Wealthwave | marketing | yes investment related | WFGIA Co-Brand Company | 12/2022 | 6475 East Johns Crossing, Johns Creek GA 30097 CHAMP PLAN POSITION: agent NATURE: life & Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 7272 E. Indian School Rd. #540, Scottsdale, AZ 85251, Scottsdale AZ 85251, United States DESCRIPTION: Contacting Employers regarding the employer/employee of benefits the Champ Plan offers. (please see the champplan.com website) benefits are too numerous to list. I will mention one of the benefits to the employee is having 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 companies existing health insurance. Champ Plan covers the theing existing health insurance does not. CHAMP Plan 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 company. The Champ team will explain the benefits of the plan and do the enrollment. SEA RAY 460 LLC / 0207-Present / Investment Related: No /SAN DIEGO, CA / PRESIDENT / Nature of Business/ Hrs. Work Monthly: 0 / Sec Trading Hrs.: 0 / NA KREIDER INC / 0809-Present / Investment Related: No / SAN DIEGO, CA/ PRESIDENT / Nature of Business/ Hrs. Work Monthly: 0 / Sec Trading Hrs.: 0/ NA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1982-09-15 |
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