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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 | APPROVED | 2025-01-01 |
Branch Locations
3350 East Birch Street Suite 208-B, Brea, CA 92821 • 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, Inc. | Brea | CA | 05/2008 | Present |
| Transamerica Financial Advisors, Inc | Brea | CA | 01/2012 | Present |
| Next Level Concepts Inc | Corona | CA | 09/2012 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. NEXT LEVEL CONCEPTS INC POSITION: owner NATURE: pass through entity INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2012 ADDRESS: 2961 Verdino Cir, Corona CA 92883, United States DESCRIPTION: none
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-24 |
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