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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| NY | RA | APPROVED | 2021-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Elmhurst | NY | 08/2001 | Present |
| Rental Property | Queens | NY | 12/1999 | Present |
| Transamerica Financial Advisors, Inc | Elmhurst | NY | 01/2012 | Present |
| Lifestyle Strategies Inc. | Flushing | NY | 01/2012 | 08/2024 |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. RENTAL PROPERTY; NOT INVESTMENT RELATED; 52-78 74TH ST, QUEENS NY 11373; RENTAL PROPERTY - 3 FAMILY 50% OWNERSHIP; OWNER; 0 HRS/MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-28 |
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