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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 2017-10-17
  • CA RA
    APPROVED
    Since 2017-10-17

Branch Locations

11344 Coloma Rd Suite 240, Gold River, CA 95670 • 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
Evolution Of Life, Inc. Monrovia CA 05/2015 Present
Desser Holdings Montebello CA 03/2017 04/2020
Transamerica Financial Advisors, Inc Gold River CA 04/2017 Present
World Financial Group, Inc. Gold River CA 11/2016 Present
Accounting Principals Los Angeles CA 01/2017 01/2017
David Phoenix, Inc. West Hollywood CA 05/2016 01/2017
Beth Doehler, Tax Preparer Monrovia CA 11/1998 Present
Villa L'AUberge Owners Association Carlsbad CA 03/2002 Present
Beth Doehler, Notary Public Monrovia CA 11/1990 Present
Stella Health Insurance Agency Commerce CA 10/2020 Present
Robert Half/Account Temps Ontario CA 12/2020 Present
Urban Compass New York NY 02/2021 Present
Champion Health, Inc. Scottsdale AZ 09/2023 Present
  • 05/2015 → Present
    Evolution Of Life, Inc.
    Monrovia, CA
  • 03/2017 → 04/2020
    Desser Holdings
    Montebello, CA
  • 04/2017 → Present
    Transamerica Financial Advisors, Inc
    Gold River, CA
  • 11/2016 → Present
    World Financial Group, Inc.
    Gold River, CA
  • 01/2017 → 01/2017
    Accounting Principals
    Los Angeles, CA
  • 05/2016 → 01/2017
    David Phoenix, Inc.
    West Hollywood, CA
  • 11/1998 → Present
    Beth Doehler, Tax Preparer
    Monrovia, CA
  • 03/2002 → Present
    Villa L'AUberge Owners Association
    Carlsbad, CA
  • 11/1990 → Present
    Beth Doehler, Notary Public
    Monrovia, CA
  • 10/2020 → Present
    Stella Health Insurance Agency
    Commerce, CA
  • 12/2020 → Present
    Robert Half/Account Temps
    Ontario, CA
  • 02/2021 → Present
    Urban Compass
    New York, NY
  • 09/2023 → Present
    Champion Health, Inc.
    Scottsdale, AZ
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. VILLA L'AUBERGE OWNER ASSOCIATIONS; 3/9/2002; PRESIDENT, BOARD OF DIRECTORS; INVESTMENT RELATED-NO; 5900 PASTEUR COURT STE 200 CARLSBAD CA 92008; HOURS 2; PRESIDE OVER QUARTERLY BOARD MEETINGS, ANNUAL OWNERS MEETING, BUDGET MEETING; APPROVED WITH RESTRICTIONS BETH DOEHLER, TAX PREPARER; 11/30/1998; SOLE PROPRIETOR; INVESTMENT RELATED-NO; PO BOX 2072 MONROVIA CA 91017; HOURS 10; TAX PREPARATION DURING TAX SEASON FOR INDIVIDUALS AND SMALL BUSINESSES. LESS THAN 20 CLIENTS EACH YEAR; APPROVED WITH RESTRICTIONS EVOLUTION OF LIFE, INC./Investment Related - No/P.O. BOX 2072, MONROVIA, CA 91017 626-665-3023/CORPORATION CREATED 2 YEARS AGO TO PROVIDE BUSINESS, ACCOUNTING, TAX CONSULTING FOR SMALL BUSINESSES. THERE HAS BEEN NO ACTIVITY./PRESIDENT / TREASURER/04.2015/10/0/CONSULTING, BOOKKEEPING, TAX PREPARATION FOR SMALL BUSINESSES. Beth Doehler, Notary Public/1190-present / INVESTMENT RELATED: NO / P.O Box 2072 Monrovia, CA 91017 / Notary Public /Notary Public/ hrs work monthly: .05 / Sec trading hrs: 0 / occasional notarization of signature Stella Health Insurance Agency/No/5900 S Eastern Ave. Suite 158 Commerce CA 90040/Medicare Insurance/Sales Representative/10/15/2020/40/2/present and sell Medicare Insurance options to existing and potential Medicate Eligible Beneficiaries ROBERT HALF/ACCOUNT TEMPS / INVESTMENT RELATED: NO / 3633 INLAND EMPIRE BLVD SUITE 955, ONTARIO CA 91764 / STAFF ACCOUNTANT - ACCOUNTING SUPPORT ON A TEMPORARY BASIS / HOURS PER MONTH: 160 / HOURS DURING SECURITIES TRADING HOURS: 6 / APPROVED WITHOUT RESTRICTIONS URBAN COMPASS / INVESTMENT RELATED: NO / COMMISSION SPECIALIST - CALCULATE REALTOR COMMISSIONS, RESEARCH ERRORS AND CORRECT. NO SECURITIES OR SALES INVOLVED, NO CHECK SIGNING AUTHORITY. HOURLY, NON-EXEMPT POSITION / 90 5TH AVENUE NEW YORK, NY 10011 / HOURS PER MONTH: 160 / HOURS DURING SECURITIES TRADING HOURS: 5/ APPROVED WITHOUT RESTRICTIONS CHAMPION HEALTH, INC. POSITION: agent NATURE: Health Insurance Supplement INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/22/2023 ADDRESS: 7272 E Indian School Rd., #540, Scottsdale AZ 85251, United States DESCRIPTION: Contacting employers regarding the employer/employee of the benefits the Champ Plan offers. (See www.champplan.com website) benefits are too numerous to list. One of the benefits to the employee is having access to a Tele-Doc. Champ Plan is designed to increase the overall health of the employee, therefore, reducing the use of urgent care visits and hospital admissions.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-06
S63 Uniform Securities Agent State Law Examination 2017-07-01
  • S65 Uniform Investment Adviser Law Examination
    2017-10-06
  • S63 Uniform Securities Agent State Law Examination
    2017-07-01
Other Names
  • Beth Ann Webber
  • Beth Ann Bowling

View on SEC IAPD

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