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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-15 |
| TX | RA | APPROVED | 2026-06-15 |
Branch Locations
6700 Koll Center Pkwy Suite 160-P, Pleasanton, CA 94566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Pleasanton | CA | 04/2026 | Present |
| World Financial Group Insurance Agency | Pleasanton | CA | 01/2023 | Present |
| Dallas Theological Seminary | Dallas | TX | 01/2021 | 06/2024 |
| Dallas Theological Seminary | Dallas | TX | 07/2024 | Present |
| Frisco Community Bible Church | Frisco | TX | 06/2014 | 07/2024 |
| Clement Woo (Self-Employed) | Plano | TX | 05/2015 | Present |
| Clement Woo (Volunteering) | Plano | TX | 02/2005 | Present |
Name: Dallas Theological Seminary / Investment Related - No / Date: 07:2024 / Hrs (Month): 160 / Hrs (Day): 0 / Activity: As a professor in the Educational Ministries & Leadership Dept, I focus on equipping students with skills in teaching, leadership, and discipleship for church ministry, with instruction in Chinese. Name: Clement Woo (Self-Employed) / Investment Related - No / Date: 05:2015 / Hrs (Month): 10 / Hrs (Day): 0 / Activity: I serve churches and organizations through preaching, teaching, and leading training workshops and retreats. Name: Clement Woo (Volunteering) / Investment Related - No / Date: 02:2005 / Hrs (Month): 5 / Hrs (Day): 0 / Activity: Volunteer, no pay. Help low-income and widow(er) to file tax. Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. World Financial Group Co-Brand (Non-Owner) is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency an insurance agency affiliate of Transamerica Financial Advisors, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2026-05-15 |
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