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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_RES | 2024-07-08 |
| NC | RA | APPROVED | 2020-08-13 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Alviso | CA | 06/2001 | Present |
| Rental Real Estate | Tracy | CA | 11/2009 | Present |
| Hsa In-Home Support Services | Stockton | CA | 06/2011 | 10/2017 |
| Transamerica Financial Advisors, Inc | Alviso | CA | 01/2012 | Present |
| In Home Support Services | Stockton | CA | 06/2011 | 10/2017 |
| Eastwood Manor Ii Hoa | Tracy | CA | 01/2016 | 05/2026 |
| United States Census Bureau | Silver Hill | MD | 08/2020 | 10/2020 |
| World System Builders (Wsb) | Alviso | CA | 07/2022 | 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 WFGIA agents (not a WFGIA company) - not an employee or an officer/director, no compensation. World System Builders (WSB) | marketing | 07/2022 | Alviso, CA | investment related | approved co-brand company through WFGIA Rental Real Estate/NO/148 E. Grantline Rd, Tracy CA/Rental Real Estate/Owner/11/2009/1/3/Rental Real Estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-02 |
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