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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 | 2025-12-08 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
2107 N. First Street Suite 310, San Jose, CA 95131 • 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 | San Jose | CA | 06/2001 | Present |
| Matrix Insurance Agency | Santa Clara | CA | 11/2006 | 04/2019 |
| Transamerica Financial Advisors, Inc | San Jose | CA | 01/2012 | Present |
| Wfg Direct | Santa Clara | CA | 08/2021 | Present |
| A-One Team Enterprise | San Jose | CA | 07/2019 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC. A-ONE TEAM ENTERPRISE POSITION: Owner NATURE: Use it for office leasing and book keeping INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/19/2019 ADDRESS: 3476 Ambra Way, San Jose CA 95132, United States DESCRIPTION: Pass-through entity only. No daily activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-08 |
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