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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-25 |
Branch Locations
2700 Richards Road Suite 204A, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Bellevue | WA | 06/2026 | Present |
| World Financial Group Insurance Agency | Bellevue | WA | 06/2026 | Present |
| Hsbc Securities (Usa) Inc | Bellevue | WA | 12/2024 | 05/2026 |
| Cetera Investment Advisers Llc | Saint Cloud | MN | 11/2022 | 12/2024 |
| East West Bank | Bellevue | WA | 06/2020 | 12/2024 |
| Cetera Services Llc | Saint Cloud | MN | 09/2017 | 12/2024 |
| Cathay Bank | Bellevue | WA | 04/2013 | 05/2020 |
| Wealthwave | Bellevue | WA | 06/2026 | Present |
Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. WEALTHWAVE POSITION: null NATURE: Marketing INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 2 START DATE: 06/29/2026 ADDRESS: 2700 Richards Road #204A, Bellevue WA 98005, United States DESCRIPTION: WFG Co-Brand
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-16 |
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