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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-26 |
| AZ | RA | APPROVED | 2025-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Tucson | AZ | 06/2012 | Present |
| Wfgia | Tucson | AZ | 05/2011 | Present |
| Legend Leadership Development | San Bruno | CA | 09/2014 | 03/2022 |
| Asar Development Llc | San Bruno | CA | 01/2015 | Present |
| Church Of Scientology | San Francisco | CA | 09/2017 | Present |
| Lspn Pro, Llc | Lindon | UT | 08/2021 | 01/2024 |
| Silicon Valley Properties | Santa Clara | CA | 03/2021 | Present |
| Inheritguard, Llc | Sheridan | WY | 07/2024 | Present |
| Legend Ld Inc | Rio Rico | AZ | 02/2022 | Present |
| Legend Impact | Rio Rico | AZ | 01/2025 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Silicon Valley Properties / 0321-Present / Investment Related: Yes / 3093 Forbes Ave. Santa Clara, CA 95051 / Referral Agent / Real Estate Sales / Hrs. Work Monthly: 1 / Sec Trading Hrs: 0 / No daily activities and no responsibilities with this company. Only referral of Real Estate purchase or sales Asar Development LLC/No/1001 National Avenue #134/Bruno/CA/94066/Rental Real Estate/CEO/01.01.2015/2/0/Collect rent. CHURCH SCIENTOLOGY/ 9.15.2017/ FIELD STAFF MEMBER/ NON INVESTMENT RELATED/ REFER PEOPLE TO COURSES AND CHURCH SERVICES AND EARN COMMISSION/ 701 MONTGOMERY ST SAN FRANCISCO CA 94111/ APPROVED WITHOUT RESTRICTIONS INHERITGUARD, LLC POSITION: NOT APPLICABLE/NONE NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2024 ADDRESS: 30 N Gould Street, SHERIDAN WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATEPLANNING ISSUES, SCHEDULE APPOINTMENTS. LEGEND LD INC POSITION: CEO NATURE: Management of Companies and Enterprises. Managing WFG Book of business INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 02/03/2022 ADDRESS: 150 Avenida Lirio, Rio Rico AZ 85648, United States DESCRIPTION: Handles Finance and income that comes in. LEGEND IMPACT POSITION: Mongolian Ambassador NATURE: Non-profit work INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2025 ADDRESS: 150 Avenida Lirio, Rio Rico AZ 85648, United States DESCRIPTION: Social Media posts of motivation in Mongolian language only for instagram/ facebook mongolimpact
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-05 |
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