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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 2012-01-06
  • CA RA
    APPROVED
    Since 2012-01-06

Branch Locations

16870 W. Bernardo Dr., San Diego, CA 92127 • 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
Wfgia San Diego CA 06/2001 Present
Transamerica Financial Advisors, Inc San Diego CA 01/2012 Present
Barry S. Naiditch, Attorney At Law El Cajon CA 09/2012 05/2025
  • 06/2001 → Present
    Wfgia
    San Diego, CA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    San Diego, CA
  • 09/2012 → 05/2025
    Barry S. Naiditch, Attorney At Law
    El Cajon, CA
Previous Registrations
  • 2007-06-19 → 2012-01-06
    Investment Advisors International, Inc.
    San Diego, CA
    Murrieta, CA
    Carlsbad, CA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-08
S63 Uniform Securities Agent State Law Examination 1998-04-02
  • S65 Uniform Investment Adviser Law Examination
    2006-06-08
  • S63 Uniform Securities Agent State Law Examination
    1998-04-02

View on SEC IAPD

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