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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
FL RA APPROVED 2023-05-15
NC RA APPROVED 2020-02-03
NJ RA APPROVED 2019-07-26
TX RA APPROVED_RES 2019-07-25
CA RA APPROVED 2017-05-22
  • FL RA
    APPROVED
    Since 2023-05-15
  • NC RA
    APPROVED
    Since 2020-02-03
  • NJ RA
    APPROVED
    Since 2019-07-26
  • TX RA
    APPROVED_RES
    Since 2019-07-25
  • CA RA
    APPROVED
    Since 2017-05-22

Branch Locations

1155 S Semoran Blvd Ste 1150, Winter Park, FL 32792 • 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 Winter Park FL 11/2016 Present
Wfgia Winter Park FL 02/2011 Present
Kaiser Permanente Fontana CA 04/2006 06/2018
Janelyne Yu Lara Puerto Princesa CA 12/2018 06/2022
Debtamerica Santa Ana CA 11/2020 03/2022
Net Law Group Inc. Louisville KY 02/2021 Present
Legacy Shield Vedra Beach FL 02/2021 Present
College Loan Freedom Henderson NV 05/2021 Present
Gc2 Transformation Financials, Inc. Fontana CA 04/2022 Present
Lspn Pro, Llc Lindon UT 02/2023 07/2024
Bali Computing Ltd Dba Federal Student Loan Repayment Advisors Henderson NV 09/2023 Present
Inheritguard, Llc Sheridan WY 07/2024 Present
Student Optimum Services Mission Hills CA 03/2026 03/2026
Alpha Omega Real Estate Llc New Smyrna Beach FL 05/2026 Present
  • 11/2016 → Present
    Transamerica Financial Advisors
    Winter Park, FL
  • 02/2011 → Present
    Wfgia
    Winter Park, FL
  • 04/2006 → 06/2018
    Kaiser Permanente
    Fontana, CA
  • 12/2018 → 06/2022
    Janelyne Yu Lara
    Puerto Princesa, CA
  • 11/2020 → 03/2022
    Debtamerica
    Santa Ana, CA
  • 02/2021 → Present
    Net Law Group Inc.
    Louisville, KY
  • 02/2021 → Present
    Legacy Shield
    Vedra Beach, FL
  • 05/2021 → Present
    College Loan Freedom
    Henderson, NV
  • 04/2022 → Present
    Gc2 Transformation Financials, Inc.
    Fontana, CA
  • 02/2023 → 07/2024
    Lspn Pro, Llc
    Lindon, UT
  • 09/2023 → Present
    Bali Computing Ltd Dba Federal Student Loan Repayment Advisors
    Henderson, NV
  • 07/2024 → Present
    Inheritguard, Llc
    Sheridan, WY
  • 03/2026 → 03/2026
    Student Optimum Services
    Mission Hills, CA
  • 05/2026 → Present
    Alpha Omega Real Estate Llc
    New Smyrna Beach, FL
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Netlaw Group Inc | 02/2021 | Louisville KY | Not investment related | Referring Agent GC2 Transformation Financials, Inc. / 0422-Present / Investment Related: No / 13612 Newcastle Ct. Fontana, CA 92335 / President - Owner / Hrs. Work Monthly: 1 / Sec Trading Hrs: 0 / Pass through entity / Hrs. Work Monthly: 1 / Sec Trading Hrs: 0 / Pass through entity for tax purposes KY 40243/ Referring Agent / Will & Trust / Hrs Work Monthly: 2 / Sec Trading Hrs: 0 / Referring clients if there is a need. Legacy Shield / 0221-Present / Investment Related: No / 100 Executive Way, 105 Ponte Vedra Beach, FL 32082 / Referring Associate / Wills & Trusts / Hrs Work Monthly: 2 / Sec Trading Hrs: 0 / Referring clients if there is a need. BALI COMPUTING LTD DBA FEDERAL STUDENT LOAN REPAYMENT ADVISORS POSITION: referral agent NATURE: data processing INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: 550 Brownlee Dr, Henderson NV 89015, United States DESCRIPTION: Refer clients with Federal Student Loans that need assistance in applying for student debt loan repayment programs. INHERITGUARD, LLC \ POSITION: not applicable NATURE: Providing bundled professional services with emphasis on estate planning services INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/08/2024 ADDRESS: 30 N Gould St, Ste 41954, Sheridan WY 82801\ DESCRIPTION: client communications, follow -up with client issues, provide education on estate planning issues, schedule appointments Net Law Group Inc. Investment related No 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243 /Referring Agent / Estate Planning Services - Self completed forms and archiving services. / hrs work monthly: 1 / Sec trading hrs: 0 / Referring people to their services when they are in need of a will or trust. College Loan Freedom (STUDENT OPTIMUM SERVICES) POSITION: Referring Agent NATURE: College Loan Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2026 ADDRESS: 15455 San Fernando Mission Blvd, Ste 409, Mission Hills CA 91345, United States DESCRIPTION: I will only be referring clients that need help with paying and managing college loans - only applies to Federal SchoolLoans. ALPHA OMEGA REAL ESTATE LLC POSITION: Sole Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2026 ADDRESS: 166 Ashby Cove Ln, New Smyrna Beach FL 32168-9190, United States DESCRIPTION: No daily activity. My husband is managing it.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-22
S63 Uniform Securities Agent State Law Examination 2017-03-08
  • S65 Uniform Investment Adviser Law Examination
    2017-05-22
  • S63 Uniform Securities Agent State Law Examination
    2017-03-08
Other Names
  • Janelyne Yu Lara
  • Janelyne Jurquina Yu

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