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Daniel Towers-Carbajal

Transamerica Financial Advisors, LLC

San Carlos, CA

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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
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

867 American Street Suite 200, San Carlos, CA 94070 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors, Inc San Carlos CA 07/2016 Present
World Financial Group, Inc. San Carlos CA 02/2016 Present
  • 07/2016 → Present
    Transamerica Financial Advisors, Inc
    San Carlos, CA
  • 02/2016 → Present
    World Financial Group, Inc.
    San Carlos, CA
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-18
S63 Uniform Securities Agent State Law Examination 2016-08-24
  • S65 Uniform Investment Adviser Law Examination
    2021-10-18
  • S63 Uniform Securities Agent State Law Examination
    2016-08-24

View on SEC IAPD

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Other Offices

MA PRIVATE WEALTH, LLC · SAN CARLOS, CA
MA PRIVATE WEALTH, LLC · SAN CARLOS, CA
OSAIC WEALTH, INC. · SAN CARLOS, CA
PROPEL VENTURE PARTNERS MANAGEMENT CO. · SAN CARLOS, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN CARLOS, CA
HUSTLE FUND MANAGEMENT, LLC · SAN CARLOS, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN CARLOS, CA
CITIGROUP GLOBAL MARKETS INC. · San Carlos, CA

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