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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Wealth Wave | Gilbert | AZ | 02/2025 | Present |
| Transamerica Financial Advisors, Llc | Tucson | AZ | 05/2026 | Present |
| World Financial Group Insurance Agency | Gilbert | AZ | 02/2025 | Present |
| Arizona National Guard | Phoenix | AZ | 05/2004 | 12/2025 |
| Edward Jones | Scottsdale | AZ | 01/2015 | 02/2020 |
| Wilde Wealth Management Group | Scottsdale | AZ | 02/2020 | 07/2024 |
| Bulletproof Bunny, Llc | Gilbert | AZ | 11/2020 | Present |
Name: Bulletproof Bunny, LLC / Investment Related - No / Date: 11:2020 / Hrs (Month): 10 / Hrs (Day): 0 / Activity: Oversee business operations, inventory management, customer service and marketing Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. The Wealth Wave is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency an insurance agency affiliate of Transamerica Financial Advisors, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-20 |
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