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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-09 |
| TN | RA | APPROVED | 2026-01-09 |
| NC | RA | APPROVED | 2024-04-11 |
Branch Locations
2093 N Mount Juliet Rd Suite #19, Mount Juliet, TN 37122 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • 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 | Nashville | TN | 03/2007 | Present |
| Jc Financial, Inc | Corona | CA | 03/2011 | Present |
| Transamerica Financial Advisors, Inc | Nashville | TN | 01/2012 | 02/2024 |
| Global Financial Impact | San Jose | CA | 04/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. JC FINANCIAL INC/OWNER/PRESIDENT/SECRETARY /OWNER/PRESIDENT/SECRETARY-3/1/2011/THIS IS A PASSTHROUGH ENTITY THAT GENERATES NO INCOME
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-24 |
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