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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| NJ | RA | APPROVED | 2026-01-02 |
| TN | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED_RES | 2024-08-14 |
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 |
|---|---|---|---|---|
| One Accord Management | Torrance | CA | 01/2006 | 09/2019 |
| Wfgia | Murfreesboro | TN | 08/2006 | Present |
| Cmg And Associates | Torrance | CA | 01/2011 | 01/2017 |
| Transamerica Financial Advisors, Inc | Murfreesboro | TN | 01/2012 | Present |
| Mockett Financial Inc. | Gardena | CA | 06/2015 | 09/2022 |
| Mockett, Inc. | Gardena | CA | 12/2021 | Present |
| Revolution Financial Management | Gardena | CA | 08/2006 | Present |
| Lspn Pro Llc | Lindon | UT | 03/2023 | Present |
| Inheritguard, Llc | Sheridan | WY | 12/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Revolution Financial ManagementGardenaCaliforniaUnited StatesYesNone 08/2006PRESENT MOCKETT, INC. POSITION: President NATURE: Pass-through entity for my WFG and TFA business INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/08/2021 ADDRESS: 1515 W 190th St, Suite 104, Gardena CA 90248, United States DESCRIPTION: Administrative work for my WFG and TFA business. LSPN PRO LLC POSITION: Referring agent NATURE: Providing bundled professional services with emphasis on estate planning services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/21/2023 ADDRESS: 100 N State St, Ste B, Lindon UT 84042, United States DESCRIPTION: Client communications, follow up with client issues, provide education on estate planning issues, scheduling appointments. INHERITGUARD, LLC POSITION: Not applicable/ None NATURE: Providing bundled professional services with emphasis on estate planning services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 12/02/2024 ADDRESS: 30 N Gould St, Ste 41954, Sheridan WY 82801, United States DESCRIPTION: Client communications, follow up with client issues, provide education on estate planning issues, scheduling appointments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-26 |
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