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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-08
TN RA APPROVED 2019-09-12
  • TX RA
    APPROVED_RES
    Since 2024-07-08
  • TN RA
    APPROVED
    Since 2019-09-12

Branch Locations

1500 Medical Center Parkway Ste 3A-3, Murfreesboro, TN 37129 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2003 → Present
    World Financial Group
    Johns Creek, GA
  • 11/2007 → Present
    Real Wealth Creations, Inc
    Douney, CA
  • 09/2009 → 08/2019
    Crusbery Decker Insurance Services In
    Pasadena, CA
  • 08/2008 → Present
    United Realty Center,Inc Dba American Funding Center
    Riverside, CA
  • 04/2010 → 01/2019
    Team Referral Network
    La Verne, CA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Johns Creek, GA
  • 01/2016 → Present
    Wealthwave
    Johns Creek, GA
Previous Registrations
  • 2010-09-02 → 2012-01-06
    Investment Advisors International, Inc.
    Orange, CA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-07-24
S63 Uniform Securities Agent State Law Examination 2001-10-29
  • S65 Uniform Investment Adviser Law Examination
    2010-07-24
  • S63 Uniform Securities Agent State Law Examination
    2001-10-29

View on SEC IAPD

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