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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2022-08-31 |
Branch Locations
6375 S. Pecos Rd. Suite 200, Las Vegas, NV 89120 • United States
1 disclosure category 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 | Las Vegas | NV | 06/2001 | Present |
| Transamerica Financial Advisors, Inc | Westlake Village | CA | 01/2012 | 06/2021 |
| Camarillo Pony Baseball | Camarillo | CA | 03/2012 | 02/2018 |
| Wolfrey Inc | Thousand Oaks | CA | 12/2016 | 04/2022 |
| Trans Care Transmissions | Camarillo | CA | 11/2017 | 02/2018 |
| Netlaw | Louisville | KY | 08/2017 | 06/2021 |
| Aflac | Columbus | GA | 05/2019 | 06/2021 |
| Pomcar | Camarillo | CA | 05/2019 | 03/2020 |
| Gwvetrn Inc | Henderson | NV | 06/2022 | 12/2025 |
| Jeffrey M Wolfrey And Mary G Wolfrey Trust | Henderson | NV | 10/2005 | Present |
| Transamerica Financial Advisors, Inc | Las Vegas | NV | 07/2022 | Present |
| Jmwolfrey Inc | Casper | WY | 10/2021 | 04/2025 |
| Wealthwave | Las Vegas | NV | 08/2014 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Wealthwave | Marketing | yes investment related | co -brand company | 6375 S Pecos Rd, Las Vegas, NV 89120 JEFFREY M WOLFREY AND MARY G WOLFREY TRUST/NO//2088 TIGER LINKS DRIVE HENDERSON, NV 89012/NONE/TRUSTEE/10/2005/0/0/NONE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-21 |
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