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640 Freedom Business Center Dr #340, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-10 |
| PA | RA | APPROVED | 2026-06-03 |
Branch Locations
640 Freedom Business Center Dr #340, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sun Global Llc | King Of Prussia | PA | 06/2026 | Present |
| Transamerica Financial Advisors, Inc. | Cincinnati | OH | 06/2015 | 01/2019 |
| The University Of Michigan | Ann Arbor | MI | 04/1998 | 02/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2019 | 04/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2019 | 04/2020 |
| Globalink Securities, Inc | Pasadena | CA | 05/2020 | 08/2020 |
| Transglobal Advisory | Monrovia | CA | 05/2020 | 08/2020 |
| Transpacific Financial | Monrovia | CA | 01/2020 | 04/2020 |
| The Leaders Group, Inc. | Littleton | CO | 08/2020 | 10/2021 |
| Transamerica Financial Advisors, Inc | Maumee | OH | 10/2021 | 11/2021 |
| World Financial Group, Inc. | Maumee | OH | 09/2021 | 11/2021 |
| The Leaders Group | Littleton | CO | 08/2020 | 09/2021 |
| Tlg Advisors | Littleton | CO | 08/2020 | 09/2021 |
| Globalink Securities | Pasadena | CA | 05/2020 | 08/2020 |
| Transglobal Advisory | Monrovia | CA | 05/2020 | 08/2020 |
| Transamerica Financial Advisors | Cincinnati | OH | 06/2015 | 01/2019 |
| The Leaders Group Inc | Littleton | CO | 12/2021 | 06/2026 |
FISO GROUP - 5/28/2026 - 3330 Goat Fell, Ann Arbor, MI 48108 - Insurance Agent, Sell life insurance product as an agent, Not Invt Rel, 20 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-21 |
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