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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 2025-04-17
  • CA RA
    APPROVED
    Since 2025-04-17

Branch Locations

11801 Pierce Street Suite 215, Riverside, CA 92505 • 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 Riverside CA 04/2024 Present
Wfgia Riverside CA 03/2023 Present
Golden Circle Realty Riverside CA 11/2021 Present
Larry Rollins -Broker Eastvale CA 02/2019 11/2021
Camp;E Financial Group Dba Vintage Lending Salt Lake City UT 10/2018 Present
American Financial Network, Inc Redlands CA 08/2016 10/2018
  • 04/2024 → Present
    Transamerica Financial Advisors, Inc
    Riverside, CA
  • 03/2023 → Present
    Wfgia
    Riverside, CA
  • 11/2021 → Present
    Golden Circle Realty
    Riverside, CA
  • 02/2019 → 11/2021
    Larry Rollins -Broker
    Eastvale, CA
  • 10/2018 → Present
    Camp;E Financial Group Dba Vintage Lending
    Salt Lake City, UT
  • 08/2016 → 10/2018
    American Financial Network, Inc
    Redlands, CA
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. GOLDEN CIRCLE REALTY/Investment Related - Yes/3769 TIBBETTS ST SUITE B RIVERSIDE, CA 92506 909-821-3930/Involved in the sale/purchase of residential real estate. Realtors(2) under my supervision are also involved in supplying Broker price opinion to different entities./REAL ESTATE BROKER/11.2021/30/12/My primary role is supervising 2 Realtors involved in the sale and purchasing of real estate along with offering broker price opinions. I am responsible for maintaining strict compliance with rules and regulations of real estate. I also have a DRE endorsement that allows me to originate mortgages with a Mortgage Broker. CandE FINANCIAL GROUP DBA VINTAGE LENDING/Investment Related - No/777 E 4500 S Ste 220 Salt Lake City, UT 84107 877-933-7627/Vintage Lending is a full service Mortgage Brokerage that is involved in the origination of mortgages through the wholesale channel.We are compensated as a third party particiapnat in loan tranactions./Mortgage Loan Originator/10.2019/40/10/Prequalifying future Borrowers through referral sources and previous clients for purchase loans or for refinances. My role requires me to analyze their financial profile to help place them in the appropriate loan product

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-17
S63 Uniform Securities Agent State Law Examination 2025-03-01
  • S65 Uniform Investment Adviser Law Examination
    2025-04-17
  • S63 Uniform Securities Agent State Law Examination
    2025-03-01

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