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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 | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
765 The City Drive S. Suite 440, Orange, CA 92868 • 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 | Orange | CA | 04/2007 | Present |
| Cna Capital Group, Inc | Anaheim | CA | 10/2002 | 09/2016 |
| Marcum School Of Golf | Rancho Cucamonga | CA | 06/2011 | 09/2016 |
| Transamerica Financial Advisors, Inc | Orange | CA | 01/2012 | Present |
| Wealthwave | Johns Creek | GA | 01/2016 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Wealthwave | WFGIA Co-Brand Company | Marketing | not investment related | 01/2026 | Johns Creek, GA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-29 |
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