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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-03-26 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
9988 Hibert Street Suite 310, San Diego, CA 92131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | San Diego | CA | 06/2001 | Present |
| Rental Home | Las Vegas | NV | 10/2005 | 12/2019 |
| Transamerica Financial Advisors, Inc | San Diego | CA | 01/2012 | Present |
| Breakthrough Ec Associates Llc | San Diego | CA | 05/2017 | 11/2019 |
| Lll Leadership Enterprise, Inc. | San Diego | CA | 03/2018 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. LLL LEADERSHIP ENTERPRISE, INC/NOT INVESTMENT RELATED/PRESIDENT/3.6.18/10650 TREENA STREET, SUITE 203, SAN DIEGO, CA 92131/THIS IS A PASS-THROUGH FOR OUR WFG BUSINESS FOR TAX PURPOSE/INCOME COMING FROM WFG AND WRITE CHECKS FOR THE EXPENSES IN WFG./HOURS.MONTH: 1/HOURS DURING SECURITIES TRADING HOURS:1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-15 |
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