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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 |
| TN | RA | APPROVED | 2019-09-12 |
Branch Locations
1500 Medical Center Parkway Ste 3A-3, Murfreesboro, TN 37129 • 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 | Johns Creek | GA | 06/2003 | Present |
| Real Wealth Creations, Inc | Douney | CA | 11/2007 | Present |
| Crusbery Decker Insurance Services In | Pasadena | CA | 09/2009 | 08/2019 |
| United Realty Center,Inc Dba American Funding Center | Riverside | CA | 08/2008 | Present |
| Team Referral Network | La Verne | CA | 04/2010 | 01/2019 |
| Transamerica Financial Advisors, Inc | Johns Creek | GA | 01/2012 | Present |
| Wealthwave | Johns Creek | GA | 01/2016 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Real Wealth Creations, Inc. / 1106-Present/ Investment Related: No /868 St. John Pl. Claremont, CA 91711 /President/Director of this corporation. / This corporation was originally designed for purposes of developing real estate investment deals/ Hrs Work Monthly: 100% / Sec Trading Hrs: / From time to time I could be preforming a consulting task. United Realty Center Inc. DBA American Funding Center /0808-Present/Investment Related: No/ Loan Coordinator/ Real Estate Loans/ Hrs Work Monthly: / Sec Trading Hrs: / Assisted loan offered on proper financial mortgage planning outlines Wealthwave | WFGIA Co-Brand Company | Marketing | 1/16/2016 | 6475 E. Johns Crossing, Johns Creek, GA 30097 | not investment relelated
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-29 |
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