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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 | 2026-06-05 |
| CA | RA | APPROVED | 2023-03-15 |
Branch Locations
1 Technology Drive Suite J709, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Irvine | CA | 05/2021 | Present |
| Wfgia | Irvine | CA | 09/2019 | Present |
| Atw Llc | Irvine | CA | 07/2010 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors. ATW LLC/Investment Related - No/6 Brillantez, Irvine, CA 92620/Provide software development and software consulting service to clients./manager/7.2010/10/0/I provide client consulting service related to software development.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-10 |
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