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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-02-21 |
Branch Locations
One Trans Am Plaza, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Snx Consultants Inc. | Aurora | IL | 08/2015 | Present |
| Transamerica Financial Advisors, Inc | Oakbrook Terrace | IL | 07/2016 | Present |
| World Financial Group, Inc. | Oakbrook Terrace | IL | 04/2016 | Present |
| Heartland Institute Of Financial Education | Greenwood Village | CA | 10/2016 | Present |
| Sergio Xula | Aurora | IL | 10/2016 | Present |
| Mfa Mortgage Services Inc. | Schaumburg | IL | 04/2017 | Present |
| The Stewart Insurance And Financial Services Agency Llc | Chicago | IL | 04/2017 | 01/2018 |
| Aflac | Naperville | IL | 05/2017 | Present |
| Mfs Insurance Services, Inc | Chicago | IL | 02/2018 | Present |
| Exprelaty | Bellingham | WA | 06/2018 | Present |
| Paramount Residential Mortgage Group Inc | Corona | CA | 03/2019 | Present |
| Real People Realty | Mokena | IL | 07/2022 | Present |
| Snx Properties Llc | Warrenville | IL | 07/2024 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. MFA Mortgage Services Inc.SchaumburgIllinoisUnited StatesYesLoan Officer04/2017PRESENT Heartland Institute of Financial EducationGreenwood VillageCaliforniaUnited StatesYesCERTIFIED COLLEGE CONSULT10/2016PRESENT SERGIO XULAAURORAIllinoisUnited StatesYesOWNER 10/2016PRESENT MFS INSURANCE SERVICES, INCCHICAGOIllinoisUnited StatesYesINSURANCE AGENT 02/2018PRESENT REAL PEOPLE REALTY POSITION: agent NATURE: Real estate sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 07/29/2022 ADDRESS: 9981 W 190th St, Mokena IL 60448, United States DESCRIPTION: As an agent, I show or list real estate to individuals who want to buy or sell. SNX PROPERTIES LLC POSITION: Member NATURE: Real estate purchasing and renting INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/08/2024 ADDRESS: 30W170 Cynthia Ct, Warrenville IL 60555, United States DESCRIPTION: I will be buying, selling or renting real estate thru this LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-23 |
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