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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-08-19 |
| NJ | RA | APPROVED | 2024-08-12 |
| TX | RA | APPROVED | 2018-07-20 |
| CA | RA | APPROVED | 2018-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Alviso | CA | 04/2012 | Present |
| World Financial Group, Inc. | Alviso | CA | 05/2011 | Present |
| Fujitsu Network Communications, Inc | Sunnyvale | CA | 09/2005 | 04/2017 |
| Heartland Institute Of Financial Education | Greenwood Village | CO | 08/2017 | 02/2022 |
| In-Home Supportive Services | San Jose | CA | 06/2019 | Present |
| Netlaw Inc | Louisville | KY | 11/2019 | 08/2023 |
| Debtmerica | Santa Ana | CA | 05/2020 | 02/2022 |
| Legacy Shield | Ponte Vedra | FL | 03/2021 | Present |
| Lspn Pro, Llc | Lindon | UT | 07/2021 | Present |
| Wfg Direct | Alviso | CA | 08/2021 | 12/2025 |
| World System Builders (Wsb) | Alviso | CA | 08/2017 | Present |
| Mj Marketing Llc | San Jose | CA | 08/2023 | Present |
| Rssa - Registered Social Security Analyst | Alviso | CA | 08/2021 | Present |
| Inheritguard, Llc | Sheridan | WY | 09/2024 | 10/2025 |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). LSPN Pro, LLC / 0721-Present / Investment Related: No / 100 N State Street, Ste B, Lindon UT 84042 / Independent Representative / Estate Planning Services / Hrs. Work Monthly: 5 / Sec Trading Hrs.: 1 / Client communications, marketing and referring potential clients. Legacy Shield / 0321-Present / Investment Related: No / 100 Executive Way, 105 Ponte Vedra, FL 32082/Agent / Software as service / Hrs Work Monthly: 10 / Sec Trading Hrs: 0 / Help clients who has a need for basic estate planning needs. In-Home Supportive Services/ 0619-Present/ Investments Related: No/ 1888 Senter Rd. San Jose, CA 95112/ Care Giver / Care Giver / hrs work monthly: 100 / Sec trading hrs: 5 / Custodial care of elders MJ MARKETING LLC POSITION: Independent Representative NATURE: Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/15/2023 ADDRESS: 1602 Deluca Drive, San Jose CA 95131, United States DESCRIPTION: Refer to clients who need estate planning services to an attorney in this company. RSSA - REGISTERED SOCIAL SECURITY ANALYST POSITION: Social Security Analyst NATURE: Social Security Planning INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2021 ADDRESS: 2099 Gold Street, Alviso CA 95002, United States DESCRIPTION: Educate people how Social Security benefits work, and use software to help people optimize and maximize their Social Security benefits
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-28 |
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