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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 | 2018-04-20 |
Branch Locations
630 Davis Drive Suite 128, Morrisville, NC 27560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Morrisville | NC | 12/2015 | Present |
| World Financial Group, Inc. | Morrisville | NC | 01/2014 | Present |
| Siton Realty | Cary | NC | 07/2015 | Present |
| Melody Song, Cpa | Chapel Hill | NC | 01/2017 | Present |
| Fluent Language Solutions | Charlotte | NC | 05/2018 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. SITON REALTY/YES/102 VISHAY COURT, CARY, NC, 27519/PROVIDE REAL ESTATE PURCHASE, SALE AND RENTAL SERVICES./REAL ESTATE AGENT/07/06/2015/40/0/PROVIDE REAL ESTATE PURCHASE, SALE AND RENTAL SERVICES. MELODY SONG, CPA/NO/4102 SWEETEN CREEK ROAD, CHAPEL HILL, NC 27514/BOOKKEEPING, ACCOUNTING, TAX AND BUSINESS CONSULTING SERVICES/01.01.2017/50/2/PROVIDE BOOKKEEPING, ACCOUNTING, TAX FILING AND BUSINESS CONSULTING SERVICES TO CLIENTS. FLUENT LANGUAGE SOLUTIONS/NOT INVESTMENT RELATED/INTERPRETER/5.16.2018/8801 J.M. KEYNES DRIVE, SUITE 400, CHARLOTTE, NC 28262/LANGUAGE TRANSLATION AND INTERPRETATION./PROVIDE INTERPRETATION AND TRANSLATION SERVICE IN MANDARIN CHINESE./HOURS.MONTH: 10/HOURS DURING SECURITIES TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-15 |
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