Richard Brian Cutler

Current Employers

Employment History

• 06/2001 → Present
  World Financial Group, Inc.
  Stockton, CA
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Stockton, CA
• 08/2015 → Present
  American Gateway Mortgage & Realty
  Roseville, CA
• 01/2016 → Present
  Wealthwave
  Stockton, CA
• 06/2023 → Present
  Champion Health, Inc.
  Scottsdale, AZ

Previous Registrations

• 2007-01-09 → 2012-01-06
  Investment Advisors International, Inc.
  Lodi, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WEALTHWAVE | WFGIA CO-BRAND COMPANY| YES - INVESTMENT RELATED | 01/2016 | STOCKTON, CA | MARKETING AMERICAN GATEWAY MORTGAGE & REALTY; 8/31/2015; YES RELATED; 436 LINCOLN BLVD SUITE 105 LINCOLN CA 95648; MORTGAGE LOANS AND SELLING REAL ESTATE; LOAN OFFICER; 1 HR/MO, 0 TRADING, IF I COME ACROSS A LOAN I WOULD WRITE THE LOAN. CHAMPION HEALTH, INC. POSITION: agent NATURE: Health Insurance Supplement INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/26/2023 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. (Seewww.champplan.com website) benefits are too numerous to list. One of the benefits to the employee is having accessto 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

• S65 Uniform Investment Adviser Law Examination
  2006-12-05
• S63 Uniform Securities Agent State Law Examination
  1996-08-07