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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 | 2024-07-12 |
Branch Locations
21151 S. Western Ave Suite 165 A, Torrance, CA 90501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-26 |
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