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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-07-10 |
| OH | RA | APPROVED | 2016-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Centerville | OH | 10/2015 | Present |
| Wfgia | Centerville | OH | 05/2015 | Present |
| Actors Models Talent For Christ | Tyrone | GA | 08/2010 | 12/2019 |
| Trebius | Tipp City | OH | 05/2014 | 12/2019 |
| Debtmerica, Llc | Santa Ana | CA | 12/2016 | 03/2022 |
| Chu Presents | Tripp City | OH | 04/2017 | 11/2021 |
| Dba Chu Presents | Tipp City | OH | 04/2019 | Present |
| Net Law Group Inc. | Louisville | KY | 09/2021 | Present |
| The Linda Vista Project | Dayton | OH | 12/2021 | Present |
| Wealthwave | Johns Creek | GA | 03/2019 | Present |
| The Focus Forge | Tipp City | OH | 07/2024 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Wealthwave | 03/2019 | investment related | marketing | approved co-brand company through WFGIA | Johns Creek, GA Net Law Group Inc. / 0921 -Present / Investment Related: No / 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243/ Agent / Estate Planning / Hrs. Work Monthly: 0 / Sec Trading Hrs.: 0 / I will simply link my clients to the estate planning solution. DBA CHU PRESENTS / INVESTMENT RELATED: NO / 625 W MAIN ST. TIPP CITY, OH 45371 / OWNER / 4/2019 / HOURS PER MONTH 8 / HOURS DURING SECURITIES TRADING HOURS 0 / CREATE CONTENT FOR TOPICS AROUND LIFE HACKS FOR THE MIND TO CHANGE BEHAVIOR AROUND ISSUES OF BUSINESS, INVLUENCE, RELATIONSHIPS, FITNESS AND PRODUCTIVITY THE LINDA VISTA, INC. POSITION: Board Member NATURE: Service to homeless women INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: 1011 Linda Vista, Suite 5, Dayton OH 45405, United States DESCRIPTION: My daily activities are minimal, but they involve creating collaborations with educational and corporate interests to serve the organization's target demographic. THE FOCUS FORGE POSITION: Author NATURE: Book INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2024 ADDRESS: 7887 Winding Way S, Tipp City OH 45371, United States DESCRIPTION: My usual, daily activities may periodically include the following. 1.) Communicating about the uses of my authored work. 2.) Maintaining a platform for people who use the book to share their experience and encourage one another.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-09 |
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