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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-06 |
| NC | RA | APPROVED | 2016-10-04 |
Branch Locations
630 Davis Drive Suite 128, Morrisville, NC 27560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Morrisville | NC | 12/2002 | Present |
| Transamerica Financial Advisors, Inc | Morrisville | NC | 01/2012 | Present |
| Wt Evergreen Company | Apex | NC | 01/2020 | Present |
| Clearwater Benefits | Austin | TX | 01/2022 | Present |
Sales of insurance and non insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Co name: WT EVERGREEN COMPANY / emp dates: 0120 TO PRESENT/ INVESTMENT RELATED: NO /address: 359 GRAND HIGHCLERE WAY APEX, NC 27523/ position: PRESENT / nature of business: OWNER/hrs work monthly: 10/Sec trading hrs: 0/ duties: IT WILL SERVE AS A PASS-THROUGH ENTITY OF OUR WFG BUSINESS OBA Amendment Update: WT EVERGREEN COMPANY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-13 |
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