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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-06-17 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
1500 Medical Center Parkway Ste 3A-3, Murfreesboro, TN 37129 • 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 |
|---|---|---|---|---|
| World Financial Group, Inc. | Nashville | TN | 06/2001 | Present |
| Team Revolution Inc. (Revolution Financial Management) | Murfreesboro | TN | 08/2004 | Present |
| Transamerica Financial Advisors, Inc | Nashville | TN | 01/2012 | Present |
| All For One, Inc. | Alpharetta | GA | 02/2016 | Present |
| Debtmerica | Santa Ana | CA | 04/2019 | 03/2022 |
| Happy & Strong, Inc | Newbury Park | CA | 03/2021 | Present |
| Happy And Strong Book/Author | Newbury | CA | 05/2021 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc., Team Revolution Inc. (Revolution Financial Management) 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. Team Revolution Inc. (Revolution Financial Management) |Cobrand | 08/2004PRESENTTEAM REVOLUTION INC. Murfreesboro, TN 37129, United States |yes investment related |OFFICER/Owner 3/2021PRESENTHAPPY & STRONG, INCNEWBURY PARKCaliforniaUnited StatesNoVICE PRESIDENT Happy and Strong Book-Author / 0521-Present / 5105 Via El Cerro Newbury, CA 91320 / Author / Author & Book / Hrs. Work Monthly: 10 / Sec Trading Hrs: 1 / This OBA is for myself as an author and happy and strong Book. Happy and Strong has already been approved as an OBA 02/2016 PRESENTALL FOR ONE, INC.ALPHARETTAGeorgiaUnited StatesNoBOARD OF DIRECTORS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-09 |
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