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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2014-02-14 |
Branch Locations
One Trans Am Plaza, Oakbrook Terrace, IL 60181 • 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 |
|---|---|---|---|---|
| Wfg | Oakbrook Terrace | IL | 06/2001 | Present |
| Midwest Insurance Brokerage Services | Arlington Heights | IL | 06/2005 | Present |
| Unite Events | Oakbrook Terrace | IL | 06/2010 | Present |
| Transamerica Financial Advisors, Inc | Oakbrook Terrace | IL | 01/2012 | Present |
| Heartland Institute Of Financial Education | Aurora | CO | 06/2012 | Present |
| Unite Financial Group Llc | Oakbrook Terrace | IL | 11/2008 | Present |
| Hife College Planning Program | Aurora | CO | 11/2012 | Present |
| Team Victory | Oakbrook Terrace | IL | 02/2016 | Present |
| National Association Of Registered Social Security Analysts | Melville | NY | 11/2021 | Present |
| World System Builders (Wsb) | Villa Park | IL | 03/2023 | Present |
| Victory Brokerage Services | Willowbrook | IL | 03/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. National Association of Registered Social Security Analysts / 1121-Present / Investment Related: No / 68 South Service Road, Suite 100, Melville, NY 11747 / RSSA / Social Security Analysis / Hrs. Work Monthly: 20 / Sec Trading Hrs: 1 / Collect information to run analyses on Social Security claiming decisions and dates and answer questions related to this. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION, NOT INVESTMENT RELATED, 2851 S. PARKER RD. SUITE 1100, AURORA, CO 80014, NON PROFIT PROVIDER FINANCIAL LITERACY CLASSES AT THE WORK PLACE, CERTIFIED FINANCIAL EDUCTOR, 06/2012, 20 HRS PER MONTH DURING SEC TRADING HOURS, TEACH CLASSES TO EMPLOYEES AT THIER WORK PLACE. UNITE EVENTS, NOT INVESTMENT RELATED, 1 TRANS AM PLAZA DRIVE, SUITE 535, OAKBROOK TERRACE, IL 60181, MEETING AND EVENTS ORGANIZATION, BUGETING & FUNDING FOR MIDWEST AREA WFG TEAMS, IN CHARGE OF COLLECTING CONTRIBUTION AND DISBURSING FUNDS TO VENDORS, HOTELS AND RESTAURANTS, 06/2010, 10 HRS PER MONTH DURING SECURITIES TRADING HOURS, ACCOUNTS RECEIVABLES & COLLECTIBLES FOR EVENTS & MEETINGS. MIDWEST INSURANCE BROKERAGE SERVICES, 54 W. SEEGERS RD., ARLINGTON HEIGHTS, IL 60005, HEALTH INSURANCE BROKERAGE COMPANY, HEALTH INSURANCE AGENT, 06/2005, 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS, SOLICITATION & PLACEMENT OF INDIVIDUAL & GROUP HEALTH INSURANCE POLICIES. WFG, 11315 JOHNS CREEK PKWY, JOHNS CREEK, GA 30097, FIXED INSURANCE AND ANNUITY MARKETING ORGANIZATION, LIFE INSURANCE AGENT & MARKTING DIRECTOR, 06/2001, 160 HOURS/MONTH DURING SEC TRADING HRS, SOLICITATION AND PLACEMENT OF INDIVIDUAL LIFE & ANNUITY POLICIES. UNITE FINANCIAL GROUP LLC, 1 TRANS AM PLAZA DRIVE SUITE 535 OAKBROOK TERRACE, IL 60181, NON-INVESTMENT RELATED, I AM A PARTNER OF THIS OBA AND AM PARTLY RESPONSIBLE FOR PROPERTY MANAGEMENT AND RENT COLLECTION OF THE OFFICE SPACE, 16 HOURS PER MONTH; HIFE COLLEGE PLANNING PROGRAM, 2851 S PARKER RD, AURORA, CO, 80014, NON-INVESTMENT RELATED, COLLEGE PLANNING CONSULTANT, 32 HOURS PER MONTH TEAM VICTORY; 02/18/2016; NOT INV RELATED; PAYROLL ADMINISTRATOR; 1 TRANS AM PLAZA DRIVE, 535, OAKBROOK TERRACE, IL 60181; THE ONLY PURPOSE OF THIS ENTITY IS TO MAKE PAYROLL FOR OFFICE STAFF/EMPLOYEES BI-WEEKLY. NO EARNINGS, INCOME OR PROFIT ARE MADE; 0 HRS/MO; O TRADING; PAY EMPLOYEES BI-MONTHLY. VICTORY BROKERAGE SERVICES POSITION: Owner NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2023 ADDRESS: 565 Ridge moor Dr, Willow Brook IL 60527, United States DESCRIPTION: Tax Preparation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-19 |
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