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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Alviso | CA | 08/2015 | Present |
| World Financial Group, Inc. | Alviso | CA | 12/2010 | 08/2021 |
| Bee Best Learning Center, Llc | Castro Valley | CA | 06/2008 | Present |
| Heartland Institute Of Financial Education | Greenwood Village | CO | 05/2012 | Present |
| Timeshare Rental Property Owner | Weston | FL | 03/2019 | Present |
| Wfgia | Alviso | CA | 08/2021 | Present |
| National Association Of Registered Social Security Analyst | Melville | NY | 04/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WSB- co-brand utilized by WFG agents (not a WFG company)- not an employee or an officer/director, no compensation BEE BEST LEARNING CENTER, LLC/INVESTMENT RELATED - NO/20394 SAN MIGUEL AVE., CASTRO VALLEY, CA 94546. 510-728-2110/AN AFTER-SCHOOL CARE PROGRAM, TUTORING AND SUMMER PROGRAM FOR KINDERGARTEN TO HIGH SCHOOL STUDENTS./OWNER/ADMINSTRATIVE/05.2008/30/0/ADMINISTRATION, ACCOUNTING AND PAYROLL Heartland Institute of Financial Education / 0512-present / INVESTMENT RELATED: NO / 8301 East Prentice Ave. Suite 312 Greenwood Village, CO 80111 / College Consultant / College Consultant/ hrs work monthly: 3 / Sec trading hrs: 0 / Promoting their college coaching program Timeshare Rental Property Owner; Investment related/No; 16401 Racquet Club Rd. Weston, FL 33326; owner 03/2019 - present; 0 monthly hrs; 0 during securities trading; I use the company to rent my timeshare property National Association of Registered Social Security Analyst/NO/ 68 South Service Road Suite 100 Melville NY 11747 / 4/04/2022 RSSA -Education and Advise / 5/0/ Provide education and advise on how to maximize social security benefits / Approved with Restrictions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-07 |
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