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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 | 2026-01-02 |
Branch Locations
1835 W. Orangewood Ave. Suite 102, Orange, CA 92868 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B & C Tax Service, Inc. | Tustin | CA | 10/1995 | Present |
| World Financial Group, Inc. | Diamond Bar | CA | 09/2011 | Present |
| Transamerica Financial Advisors, Inc | Diamond Bar | CA | 09/2012 | Present |
| Word And Brown General Agency | Orang | CA | 02/2016 | 01/2026 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. B & C TAX SERVICE, INC. / INVESTMENT RELATED-NO / 17291 IRVINE BLVD. SUITE 465. TUSTIN, CA 92780 / TAX PREPARATION / OWNER / 10-1995 / 60 / 0 / PREPARING TAX RETURNS, ANNUAL REVIEWS, AUDITS, SEASONAL BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-19 |
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