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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-24 |
Branch Locations
40 Ne Loop 410 Ste.410, San Antonio, TX 78216-5827 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Plano | TX | 06/2001 | Present |
| Transamerica Financial Advisors, Inc | Plano | TX | 01/2012 | Present |
| Wealthwave | San Antonio | TX | 01/2023 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Wealthwave | marketing | 01/26/2023 | 40 N E Loop #310, San Antonio TX 78216 | WFGIA co-brand company | investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-11-02 |
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