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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 | 2021-07-01 |
| IL | RA | APPROVED | 2012-01-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Chicago | IL | 03/2005 | Present |
| Transamerica Financial Advisors, Llc | Chicago | IL | 01/2012 | Present |
| Flexible Benefit Service Corporation (Flex) | Rosemont | IL | 03/2014 | 06/2023 |
| Ling Finance Llc | Chicago | IL | 03/2015 | Present |
| Bgslk Management, Llc | Chicago | IL | 04/2016 | 12/2022 |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC LING FINANCE LLC; NO; 2465 S ARCHER AVE, CHICAGO, IL 60616; 5 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-05 |
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