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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2015-10-13 |
Branch Locations
One Trans Am Plaza, Oakbrook Terrace, IL 60181 • 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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Oakbrook Terrace | IL | 10/2015 | Present |
| Wfgia | Oakbrook Terrace | IL | 12/2010 | Present |
| Phycians Revenue Group | Downers Grove | IL | 09/2016 | 05/2022 |
| Ebrm Agency | Oak Brook | IL | 12/2017 | Present |
| World System Builders (Wsb) | Alviso | CA | 10/2014 | Present |
| Lspn Pro Llc | Linden | UT | 02/2024 | Present |
| Inheritguard, Llc | Sheridan | WY | 10/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc WSB is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency, an insurance agency affiliate of Transamerica Financial Advisors, LLC. World System Builders | co-brand company | marketing | yes investment related | 10/25/2014 | 2099 Gold Street, Alviso CA 95002 Agent/EBRM Agency/Non-Investment Related/823 Commerce Drive, #350, Oak Brook, IL 60181/Getting quotes for health insurance/12/01/2017 LSPN PRO LLC POSITION: None NATURE: Providing bundled professional services with emphasis on estate planning services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 10 START DATE: 02/15/2024 ADDRESS: 100 N. STATE STREET, Ste B, LINDEN UT 84042, United States DESCRIPTION: Educating clients the importance of estate planning. INHERITGUARD, LLC POSITION: Agent NATURE: Providing Bundeled Professional services with the emphasis on Estate Planning. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2025 ADDRESS: 30 N Gould Street, suite 41954, Sheridan WY 82801, United States DESCRIPTION: Sharing with prospects the importance of estate planning. CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATEPLANNING ISSUES, SCHEDULE APPOINTMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-04 |
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