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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boeing Company | Chicago | IL | 12/1987 | Present |
| World Financial Group, Inc. | Tucson | AZ | 02/2011 | Present |
| Transamerica Financial Advisors, Inc | Tucson | AZ | 01/2012 | Present |
| Wealthwave | Alpharetta | CA | 01/2012 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. BOEING COMPANY/NO/1987/5000 E MCDOWELL RD MESA AZ 85215/WWW.BOEING.COM/480-891-3000/AEROSPACE MANUFACTURING/STORAGE DESIGNER/DESIGNE STORAG SOLUTIONS FOR BOEING ENTERPRISE WEALTHWAVE POSITION: NA NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/02/2012 ADDRESS: 3030 Royal Blvd S, Suite 200, Alpharetta GA 30022, United States DESCRIPTION: WFG Co-Brand
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-21 |
| S65 | Uniform Investment Adviser Law Examination | 2007-10-10 |
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