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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 | 2012-01-19 |
Branch Locations
3242 Preston Road Suite 100, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Plano | TX | 05/2011 | Present |
| Transamerica Financial Advisors, Inc | Plano | TX | 01/2012 | Present |
| Rental Property | St Charles | MO | 09/2014 | Present |
| Rental Property | Plano | TX | 07/2021 | Present |
| Rental House | Lavon | TX | 10/2021 | Present |
| Healthcare Solutions Team | Winston Salem | NC | 11/2023 | Present |
| Secured Business And Tax Solu Llc | Dallas | TX | 01/2024 | Present |
| Gage Ranch Realty, Llc | Dallas | TX | 06/2024 | Present |
| Secured Wealth Wright Land Llc | Dallas | TX | 07/2024 | Present |
| Secured Wealth Wright Land Llc | Dallas | TX | 07/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Rental House / 1021-Present / Investment Related: No / 782 Austin Ln Lavon, TX 75166 / None / Rental House / Hrs. Work Monthly: 0 / Sec Trading Hrs: 0 / None Rental Property / 0721-Present/ Investment Related: No / 4569 Saint James Dr Plano, TX 75024-4727/ none / Rental / Hrs. Work Monthly: 0 / Sec Trading Hrs: 0 / My husband manages the rental house. I don't have responsibility. RENTAL PROPERTY; NOT INVESTMENT RELATED; 3359 HAMPTON CROSSING, ST CHARLES MO 63303; PRE-PRIMARY HOUSE WAS RENTED OUT; CO-OWNER; 9/2014; 0 HRS/MONTH; NO INVOLVEMENT HEALTHCARE SOLUTIONS TEAM POSITION: health insurance agent NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 11/08/2023 ADDRESS: 450 W Hanes Mill Rd, Winston Salem NC 27105, United States DESCRIPTION: Help clients to get health insurance coverage SECURED BUSINESS AND TAX SOLU LLC POSITION: Owner NATURE: Tax filing and business help INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/18/2024 ADDRESS: 4230 Merrell Rd, Dallas TX 75229, United States DESCRIPTION: Provides tax filing and accounting help to clients GAGE RANCH REALTY, LLC POSITION: treasure NATURE: Land purchase INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/21/2024 ADDRESS: 3621 Binkley Ave, Dallas TX 75205, United States DESCRIPTION: Help pay property tax and insurance for this land SECURED WEALTH WRIGHT LAND LLC POSITION: Owner NATURE: Ower INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2024 ADDRESS: 4230 Merrell Rd, DALLAS TX 75229, United States DESCRIPTION: Land was purchased for investment. I manage the land. SECURED WEALTH WRIGHT LAND LLC POSITION: Manager NATURE: Land purchase INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/18/2024 ADDRESS: 4230 Merrell Rd, DALLAS TX 75229, United States DESCRIPTION: Land purchase
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-03 |
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