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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-28 |
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
9121 Haven Ave. Suite #170, Rancho Cucamonga, CA 91730 • 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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Rancho Cucamonga | CA | 01/2017 | Present |
| World Financial Group, Inc. | Rancho Cucamonga | CA | 04/2015 | Present |
| Bmw Of Ontario | Ontario | CA | 03/2013 | 09/2016 |
| Ditmars Automotive Ca Llc | Ontario | CA | 02/2016 | 05/2018 |
| Alliance Financial Solutions, Inc. | Corona | CA | 08/2019 | Present |
| Inheritguard, Llc | Sheridan | WY | 01/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Alliance Financial Solutions, Inc. / 0819-Present/ Investment Related: No/ 495 E Rincon St. #150 Corona, CA 92879 / Clerical - Office / Office Administration Support / Hrs Work Monthly: 16 / Sec Trading Hrs: 0 / Filing paperwork INHERITGUARD, LLC POSITION: NOT APPLICABLE/NONE NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2025 ADDRESS: 30 N Gould St, STE 41954, Sheridan WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATE PLANNING ISSUES, SCHEDULE APPOINTMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-16 |
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