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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-12-20 |
| NJ | RA | APPROVED | 2016-11-07 |
Branch Locations
25 Braintree Hill Office Park Suite 204-A, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Braintree | MA | 08/2002 | Present |
| Transamerica Financial Advisors, Inc | Braintree | MA | 01/2012 | Present |
| Pengbo Group Inc | Westwood | MA | 11/2017 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." PENGBO GROUP INC/ 11.9.2017/ PRESIDENT/ SUPERVISE THE ACTIVITIES OF THIS OBA/ 43 THOMPSON AVE WESTWOOD MA 02090/ NON INVESTMENT RELATED/ APPROVED WITH RESTRICTIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-12 |
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