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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 | 2023-08-23 |
| NJ | RA | APPROVED | 2022-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Piscataway | NJ | 06/2021 | Present |
| World Financial Group, Inc. | Princeton | NJ | 08/2017 | Present |
| Unemployed | Princeton | NJ | 06/2010 | 08/2017 |
| Vert Global Llc | Piscataway | NJ | 10/2022 | Present |
| Lw Global Wealth Inc | Princeton | NJ | 01/2020 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors VERT GLOBAL LLC POSITION: Co-Owner NATURE: Immigration consulting services INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 10/26/2022 ADDRESS: 4390 US HIGHWAY 1, SUITE 202, PRINCETON NJ 08540, United States DESCRIPTION: Assisting foreign nationals with the nitty-gritty of immigration and immigration procedures. LW GLOBAL WEALTH INC \ POSITION: Owner NATURE: Insurance related to WFG INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2020 ADDRESS: 4390 US Highway 1, Suite 202, Princeton NJ 08540 \ DESCRIPTION: Sale and quote insurance products within WFG Platform
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-02 |
| S65 | Uniform Investment Adviser Law Examination | 2022-07-11 |
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