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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-05 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
5701 Hollywood Blvd. Suite G, Hollywood, FL 33021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Hollywood | FL | 06/2001 | Present |
| Giving Merchants, Llc | Woodland Hills | CA | 06/2010 | Present |
| Global Merchant Innovations Llc | Woodland Hills | CA | 06/2010 | Present |
| Affiliate Marketing Dba Cubatics | Anaheim Hills | CA | 12/2012 | Present |
| Transamerica Financial Advisors, Inc | Hollywood | FL | 01/2012 | Present |
| American Funding Center | Riverside | CA | 05/2012 | 10/2023 |
| Wfg Direct | Sunny Isles Beach | FL | 08/2021 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc AFFILIATE MARKETING DBA CUBATICS; NOT INVESTMENT-RELATED; 5813 E TREEHOUSE LN, ANAHEIM, CA 92807; CREATING ATTRACTION MARKETING THROUGH AFFILIATE MARKETING INFO PRODUCTS. TO BUILD AN ONLINE PROSPECT LIST OF FOLLOWERS; OWNER AND MARKETING DEVELOPMENT; 12/1/2012; 20 HRS/MONTH; PROMOTE & MARKET THE ONLINE & OFFLINE EDUCATIONAL PRODUCTS TO CREATE AN EMAIL FOLLOWING AND BUILD NEW RELATIONSHIPS WITH POTENTIAL PROSPECTS GIVING MERCHANTS, LLC / 0610-present/ Investment Related: No / WOODLAND HILLS, CA / INDEPENDENT CONTRACTOR FOR CREDIT CARD TRANSACTIONS / Nature of Business/ Hrs. Work Monthly: / Sec Trading Hrs.: / Duties GLOBAL MERCHANT INNOVATIONS LLC / 0610-Present / Investment Related: No / WOODLAND HILLS, CA / INDEPENDENT CONTRACTOR FOR CREDIT CARD TRANSACTIONS / Nature of Business/ Hrs. Work Monthly: / Sec Trading Hrs.: / Duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-29 |
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