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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 | 2012-01-06 |
Branch Locations
765 The City Drive S. Suite 440, Orange, CA 92868 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wfg | Orange | CA | 06/2001 | Present |
| Transamerica Financial Advisors, Inc | Orange | CA | 01/2012 | Present |
| Net Law Inc. | Louisville | KY | 05/2015 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Net Law Inc. / 0515-Present / INVESTMENT RELATED: NO /12910 Shelbyville Rd, Ste. 124 Louisville, KY 40243 /Refer people to Net Law / Estate Documents / hrs work monthly: 2 / Sec trading hrs: 0 / Refer someone to the service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-16 |
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