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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
NJ RA APPROVED 2025-07-03
NC RA APPROVED 2020-08-27
TX RA APPROVED_RES 2016-02-10
CA RA APPROVED 2012-01-06
  • NJ RA
    APPROVED
    Since 2025-07-03
  • NC RA
    APPROVED
    Since 2020-08-27
  • TX RA
    APPROVED_RES
    Since 2016-02-10
  • CA RA
    APPROVED
    Since 2012-01-06

Branch Locations

16870 W. Bernardo Dr., San Diego, CA 92127 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wfgia San Diego CA 06/2001 Present
Jerome C. Price San Diego CA 09/2008 05/2021
Transamerica Financial Advisors, Inc San Diego CA 01/2012 Present
Lspn Pro Lindon UT 06/2023 Present
Jb Hendo San Diego CA 03/2024 Present
Hendricks Financial Carlsbad CA 01/2007 Present
Inherit Guard Linson UT 06/2023 Present
  • 06/2001 → Present
    Wfgia
    San Diego, CA
  • 09/2008 → 05/2021
    Jerome C. Price
    San Diego, CA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    San Diego, CA
  • 06/2023 → Present
    Lspn Pro
    Lindon, UT
  • 03/2024 → Present
    Jb Hendo
    San Diego, CA
  • 01/2007 → Present
    Hendricks Financial
    Carlsbad, CA
  • 06/2023 → Present
    Inherit Guard
    Linson, UT
Previous Registrations
Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. HENDRICKS FINANCIAL/NO/ADMINSTRATIVE DUTIES (MARKETING ETC)/01/2007 | pass through company for TFA and WFGIA | Carlsbad, CA; LSPN PRO POSITION: referrer NATURE: estate planning INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 06/28/2023 ADDRESS: 100 N. State st, Linson UT 84042, United States /DESCRIPTION: refer clients who need help with estate planning, will & trusts. JB HENDO/ sole owner/LLC taxed as s corp - pass through entity INV RLT-No/ NUM. HRS: 4 SEC. TRD HOURS: 0 START DATE: 03/24-Prsnt. /16870 W. Bernardo Dr. # 431, San Diego CA 92127, United States/NA INHERIT GUARD POSITION: referrer NATURE: estate planning INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 06/28/2023 ADDRESS: 100 N. State st, Linson UT 84042, United States DESCRIPTION: refer clients who need help with estate planning, will & trusts. LSPN PRO | 6/2023 | referring Agent | Lindon, Utah | investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-12-21
S63 Uniform Securities Agent State Law Examination 1998-08-24
  • S65 Uniform Investment Adviser Law Examination
    2005-12-21
  • S63 Uniform Securities Agent State Law Examination
    1998-08-24
Other Names
  • Jarrod Hendricks

View on SEC IAPD

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