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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_RES | 2020-10-19 |
| NJ | RA | APPROVED | 2014-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Piscataway | NJ | 07/2004 | Present |
| Transamerica Financial Advisors, Inc | Piscataway | NJ | 01/2012 | Present |
| Yongan Corp | Basking Ridge | NJ | 04/2013 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc YONGAN CORP, NON-INVESTMENT RELATED, 118 FAIRVIEW DR S, BASKING RIDGE, NJ 07920, SIGNING LEASE AND PASS-THROUGH WFG ONLY, PRESIDENT, START 4/26/2013, 16 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-15 |
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