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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-05 |
| TN | RA | APPROVED | 2022-06-17 |
| TX | RA | APPROVED_RES | 2020-05-11 |
| CA | RA | APPROVED | 2012-01-06 |
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 |
|---|---|---|---|---|
| Wfgia | Nashville | TN | 06/2001 | Present |
| Team Revloution | Calabasas | CA | 08/2004 | Present |
| Transamerica Financial Advisors, Inc | Nashville | TN | 01/2012 | Present |
| All For One, Inc | Alpharetta | GA | 02/2016 | 01/2025 |
| Debtmerica | Santa Ana | CA | 02/2019 | 03/2022 |
| Happy & Strong, Inc. | Newbury Park | CA | 03/2021 | Present |
| Evoshare Inc. | Berkeley | CA | 11/2023 | Present |
Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. 08/2004PRESENTTEAM REVLOUTIONCALABASASCaliforniaUnited StatesYesMAINTAING BUSINESS RELATED EXPENSES 03/2021PRESENTHAPPY & STRONG, INC.NEWBURY PARKCaliforniaUnited StatesYesPRESIDENT EVOSHARE INC.POSITION: None NATURE: Fintech company that aggregates and passes through money from rewards/cashback programs directly to their investments and insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/03/2023 ADDRESS: 2288 Fulton Street, Suite 301, Berkeley CA 94704, United States DESCRIPTION: None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-17 |
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