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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 | 2022-05-07 |
Branch Locations
1106 Clayton Ln Suite 225E, Austin, TX 78723 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Austin | TX | 07/1992 | Present |
| Transamerica Financial Advisors, Inc. | Austin | TX | 09/2017 | Present |
| Wealthwave | Johns Creek | GA | 11/2013 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. 11/2013PRESENTWealthWaveJohns CreekGeorgiaUnited StatesYesNA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-12 |
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