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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-05-26 |
| PA | RA | APPROVED | 2026-03-17 |
| TX | RA | APPROVED_RES | 2021-02-21 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
21550 Oxnard Street Suite 470, Woodland Hills, CA 91367 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Woodland Hills | CA | 10/2003 | Present |
| Zein Insurance Services | Woodland Hills | CA | 05/2022 | 10/2022 |
| Debtmerica Relief | Santa Ana | CA | 11/2011 | 10/2021 |
| Transamerica Financial Advisors | Woodland Hills | CA | 01/2012 | Present |
| Az 1 Enterprizes, Inc. | Chatsworth | CA | 10/2013 | Present |
| Keller Williams Encino -Shermand Oaks Realty / Estates | Encino | CA | 05/2018 | 06/2021 |
| Wfg Direct | Woodland Hills | CA | 08/2021 | 12/2025 |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). DESCRIPTION: Marketing AZ 1 ENTERPRIZES, INC. POSITION: OWNER NATURE: This OBA is a pass-through entity for accounting purposes for your WFG/TFA Business. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2013 ADDRESS: 22122 Erwin Street, Apt. F206, Woodland Hills CA 91367, United States DESCRIPTION: Manage and operate my pass-through entity, for accounting purposes for your WFG/TFA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-31 |
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