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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 APPROVED 2024-07-12
  • CA RA
    APPROVED
    Since 2024-07-12

Branch Locations

21151 S. Western Ave Suite 165 A, Torrance, CA 90501 • 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 Torrance CA 03/2017 Present
World Financial Group, Inc. Torrance CA 04/2016 Present
Debtmerica Relief Santa Ana CA 09/2019 03/2022
Lspn Pro, Llc Lindon UT 10/2021 04/2026
Rental Property Las Vegas NV 11/2022 04/2026
Wanee Bee Dreamweaver Laguna Woods CA 01/2026 Present
Lspn Pro, Llc Lindon UT 04/2026 05/2026
Mj Marketing Llc San Jose CA 08/2026 Present
  • 03/2017 → Present
    Transamerica Financial Advisors, Inc
    Torrance, CA
  • 04/2016 → Present
    World Financial Group, Inc.
    Torrance, CA
  • 09/2019 → 03/2022
    Debtmerica Relief
    Santa Ana, CA
  • 10/2021 → 04/2026
    Lspn Pro, Llc
    Lindon, UT
  • 11/2022 → 04/2026
    Rental Property
    Las Vegas, NV
  • 01/2026 → Present
    Wanee Bee Dreamweaver
    Laguna Woods, CA
  • 04/2026 → 05/2026
    Lspn Pro, Llc
    Lindon, UT
  • 08/2026 → Present
    Mj Marketing Llc
    San Jose, CA
Other Businesses

Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC WANEE BEE DREAMWEAVER POSITION: Owner/CEO NATURE: Pass through of Financial Service Business in WFG Platform INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 3 START DATE: 01/05/2026 ADDRESS: 126 Avenida Majorca, UnitF, Laguna Woods CA 92637, United States DESCRIPTION: This is a pass through for Marketing of Financial Services businesses in existing WFG marketing platform. It has a branding that is congruence with WFG Core Values emphasizing a holistic approach to financial services. MJ MARKETING LLC POSITION: Referral Agent NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/03/2026 ADDRESS: 1602 Deluca Drive, San Jose CA 95131, United States DESCRIPTION: Occasionally refer clients who look into estate planning

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-12
S63 Uniform Securities Agent State Law Examination 2018-02-26
  • S65 Uniform Investment Adviser Law Examination
    2024-07-12
  • S63 Uniform Securities Agent State Law Examination
    2018-02-26
Other Names
  • Wanee Chongsiriwatana
  • Wanee Choikiatkul

View on SEC IAPD

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