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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-01 |
| NJ | RA | APPROVED | 2017-04-04 |
| MD | RA | APPROVED | 2017-04-03 |
| NC | RA | APPROVED | 2017-04-03 |
| TX | RA | APPROVED | 2017-04-03 |
| WA | RA | APPROVED | 2017-04-03 |
Branch Locations
801 International Parkway Suite 500-Cl, Lake Mary, FL 32746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Lake Mary | FL | 06/2001 | Present |
| Transamerica Financial Advisors, Inc | Lake Mary | FL | 01/2012 | Present |
| Longwin Management Inc | Columbia | MD | 02/2018 | Present |
| Longwin Realty Llc | Glenelg | MD | 08/2020 | Present |
| Longwin Group Inc. | Daytona Beach Shores | FL | 12/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. LONGWIN MANAGEMENT INC/NO/8850 STANFORS BLVD, SUITE 2500 D COLUMBIA, MD 21045/IT'S FOR TAX PURPSE ONLY/PRESIDENT/2/5/2018/160/0/FOR TAX PURPOSE ONLY LONGWIN REALLY LLC / INVESTMENT RELATED: NO / 14930 MICHELE DRIVE, GLENELG MD 21737 / HOURS PER MONTH: 1 / HOURS DURING SECURITIES TRADING HOURS: 0 / OWNER OF PROPERTY, RESPONSIBLE FOR UTILITY, INTERNET, PHONE BILLS / APPROVED WITH RESTRICTIONS LONGWIN GROUP INC. POSITION: Share holder NATURE: Filing my own taxes INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/10/2025 ADDRESS: 3737 S. Atlantic Ave, ste 202,, Daytona Beach Shores FL 32118, United States DESCRIPTION: Filing my own tax return
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-15 |
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