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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-10 |
| CA | RA | APPROVED | 2018-05-07 |
Branch Locations
9988 Hibert Street Suite 310, San Diego, CA 92131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | San Diego | CA | 12/2015 | Present |
| World Financial Group, Inc. | San Diego | CA | 12/2014 | Present |
| Rental Property | San Diego | CA | 06/2010 | 11/2019 |
| Fastrack Financial Corporation | San Diego | CA | 02/2022 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc FASTRACK FINANCIAL CORPORATION POSITION: owner NATURE: owner INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 8 START DATE: 02/01/2022 ADDRESS: 13457 Sawtooth Rd, San Diego CA 92129, United States DESCRIPTION: WFG activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-09 |
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