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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 | 2025-04-17 |
Branch Locations
11801 Pierce Street Suite 215, Riverside, CA 92505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-01 |
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