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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-01 |
Branch Locations
363 N Sam Houston Parkway E Suite 200, Houston, TX 77060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Houston | TX | 07/2017 | Present |
| World Financial Group, Inc. | Houston | TX | 07/2003 | Present |
| Heartland Institute Of Financial Education | Greenwood | CO | 08/2012 | Present |
| Technigee Consulting Llc | Houston | TX | 11/2020 | Present |
| World System Builders (Wsb) | Alviso | CA | 07/2003 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WSB- co-brand utilized by WFG agents (not a WFG company)- not an employee or an officer/director, no compensation HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: CFED AND CPC NATURE: Financial Education INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2012 ADDRESS: 8301 E Prentice Ave, GREENWOOD CO 80111, United States DESCRIPTION: Financial Education TECHNIGEE CONSULTING LLC POSITION: IT CONSULTANT NATURE: IT Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2020 ADDRESS: 8221 Cabernet ln, Houston TX 77055, United States DESCRIPTION: Systems development and integration.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-08-02 |
| S65 | Uniform Investment Adviser Law Examination | 2018-11-01 |
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