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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-10-13 |
Branch Locations
9449 Balboa Ave Ste 114-B, San Diego, CA 92123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Huntington Beach | CA | 12/2017 | 12/2019 |
| Wfgia | San Diego | CA | 03/2011 | Present |
| Transamerica Financial Advisors, Inc | San Diego | CA | 10/2021 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-20 |
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