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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-06-15 |
Branch Locations
2700 Richards Road Suite 204A, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Renton | WA | 04/2021 | Present |
| World Financial Group, Ia. | Renton | WA | 07/2020 | Present |
| T-Mobile Usa | Bellevue | WA | 01/2012 | 03/2020 |
| Unemployed | Tacoma | WA | 03/2020 | 08/2020 |
| Tek Systems | Bellevue | WA | 08/2020 | 02/2021 |
| Net Law Group, Inc. | Louisville | KY | 12/2021 | Present |
| Lspn Pro, Llc | Lindon | UT | 11/2022 | Present |
| St Theresa's Parish | Federal Way | WA | 12/2023 | Present |
| Inheritguard, Llc | Sheridan | WY | 06/2024 | Present |
| World System Builders (Wsb) | Bellevue | WA | 07/2026 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc INHERITGUARD, LLC POSITION: NOT APPLICABLE/NONE NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/17/2024 ADDRESS: 30 N Gould Street, STE 41954, SHERIDAN WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATEPLANNING ISSUES, SCHEDULE APPOINTMENTS. WORLD SYSTEM BUILDERS (WSB) POSITION: null NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 2700 Richards Road, Suite 204A, Bellevue WA 98005, United States DESCRIPTION: WFG and TFA Co-Brand
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-08 |
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