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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 | APPROVED | 2021-03-25 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | San Diego | CA | 02/2003 | Present |
| Transamerica Financial Advisors, Inc | San Diego | CA | 01/2012 | Present |
| Rental Property | Bonita | CA | 02/2002 | Present |
| Life Worth Living | Bonita | CA | 12/2016 | Present |
| Aflac Insurance Agency | La Mesa | CA | 07/2018 | Present |
| Netlaw Inc. | Louisville | KY | 03/2019 | Present |
| Wfg Direct | San Diego | CA | 08/2021 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc RENTAL PROPERTY, 5708 SWEETWATER RD, BONITA, CA, 91902, NON-INVESTMENT RELATED, PROPERTY CO-OWNER/LANDLORD, START 2/1/2002, 0 HRS/MO. LIFE WORTH LIVING/NO/5710 SWEETWATER RD, BONITA, CA, 91902/PROFESSIONAL SPEAKING/SPEAKER/12.01.2016/5/0/FINDING SPEAKING OPPORTUNITIES AND DELIVERING CONTENT. AFLAC INSURANCE AGENCY / 0718-PRESENT / INVESTMENT RELATED: YES / 8220 UNIVERSITY AVE. LA MESA, CA 91942 / AGENT / DISABILITY INSURANCE / HRS WORK MONTHLY: 1 / SEC TRADING HRS: 0 / REFER POTENTIAL CLIENTS FOR DISABILITY INSURANCE. NETLAW / 03/2018 - PRESENT / INVESTMENT RELATED: NO / 12910 SHELBYVILLE RD SUITE 124 LOUISVILLE KY 40243 / SALES AGENT / HRS OF WORK MONTHLY 2 / SEC TRADING HOURS 0 / SELLING LEGAL DOCUMENT STORAGE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-16 |
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