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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-11 |
| NJ | RA | APPROVED | 2017-10-31 |
Branch Locations
39-07 Prince St. Suite 6 A-8, Flushing, NY 11354 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Flushing | NY | 04/2016 | Present |
| World Financial Group, Inc. | Flushing | NY | 09/2015 | Present |
| Ding Yu International North America | East Brunswick | NJ | 07/2015 | Present |
| Notary Public Of New Jersey | East Brunswick | NJ | 06/2019 | Present |
| Ny Notary Public | Flushing | NY | 10/2021 | Present |
| Lspn Pro, Llc | Lindon | UT | 04/2022 | 01/2026 |
| Inheritguard, Llc | Sheridan | WY | 08/2026 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors NY Notary Public / 1021-Present / Investment Related: No / 39-07 Prince St. 6 A-8, Flushing, NY 11354 / Notary Public / Hrs. Work Monthly: 3 / Sec Trading Hrs: 1 / Provide Notary Service when needed DING YU INTERNATIONAL NORTH AMERICA/Investment Related - No/23 MARLOW ROAD, EAST BRUNSWICK, NJ 08816 732-771-1500/Jadeite whole/retail sales./Owner/06.2015/40/0/All business related matters. NOTARY PUBLIC OF NEW JERSEY / emp dates: 0619 TO PRESENT/ INVESTMENT RELATED: NO /address: 23 MARLOW ROAD EAST BRUNSWICK, NJ 08816/ position: NOTARY PUBLIC / nature of business: NOTARY SERVICE / hrs work monthly: 1 /Sec trading hrs: 1 / duties: PROVIDE NOTARY SERVICE IN NEW JERSEY OBA Amendment Update: "NOTARY PUBLIC OF NEW JERSEY" INHERITGUARD, LLC POSITION: NOT APPLICABLE/NONE NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/17/2026 ADDRESS: 30 N Gould Street, STE 41954, SHERIDAN WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATE PLANNING ISSUES, SCHEDULE APPOINTMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-09 |
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