Carl Borres Montano

$2.11B regulatory AUM

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-09-04

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Transamerica Financial Advisors, Llc	Houston	TX	03/2013	Present
Wfgia	Houston	TX	03/2007	Present
Heartland Institute Of Financial Education	Aurora	CO	11/2012	04/2025
Heartland Institute Of Financial Education (Hife)	Aurora	CO	03/2013	04/2025
St. Andrew'S Presbyterian Church Of Beaumont	Beaumont	TX	01/2017	04/2025

03/2013 → Present

Transamerica Financial Advisors, Llc

Houston, TX
03/2007 → Present

Wfgia

Houston, TX
11/2012 → 04/2025

Heartland Institute Of Financial Education

Aurora, CO
03/2013 → 04/2025

Heartland Institute Of Financial Education (Hife)

Aurora, CO
01/2017 → 04/2025

St. Andrew'S Presbyterian Church Of Beaumont

Beaumont, TX

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC.

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-08-24
S63	Uniform Securities Agent State Law Examination	1999-03-01

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