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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-18 |
| KY | RA | APPROVED | 2020-10-08 |
| AZ | RA | APPROVED | 2015-12-16 |
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 |
|---|---|---|---|---|
| Winsor Law Group, Plc | Mesa | AZ | 07/2019 | Present |
| Wfgia | Lexington | KY | 10/2013 | Present |
| Transamerica Financial Advisors, Inc | Lexington | KY | 06/2014 | Present |
| The Beshk Group Inc | Chandler | AZ | 09/2015 | 03/2020 |
| Awesome Insurance | South Jordan | UT | 02/2016 | 02/2018 |
| Awesome Benefit Advisors | Sandy | UT | 02/2016 | 02/2018 |
| Professional School For Continued Education | Sun City | AZ | 09/2017 | Present |
| Winsor & Reed Law Firm | Scottsdale | AZ | 04/2018 | 07/2019 |
| Winsor Law Firm, Plc. Dba Winsor Law Online | Scottsdale | AZ | 04/2018 | Present |
| Call Winsor Realty | Mesa | AZ | 07/2019 | Present |
| Preventia Legal Counselors, Plc | Mesa | AZ | 12/2002 | Present |
| Wealthwave | Johns Creek | GA | 01/2016 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Wealthwave | WFGIA Co-brand company | marketing | 01/25/2016 | yes investment related | 6475 East Johns Crossing, Johns Creek, GA 30097 Winsor Law Firm, PLC. dba Winsor Law Online/ 0418-Present / Investment Related: No /7373 East Doubletree Ranch, Suite 200, Scottsdale, Az 85258 / Owner / Legal Service / Hrs Work Monthly: 40 / Sec Trading Hrs: 2 / Overseeing Attorneys, Meeting Clients Regarding Legal Matters Professional School for Continued Education / 13805 N 111th Ave, Sun City Az 85351/Instructor/ Teaches Real Estate Related Classes Windsor & Higgins, Plc / 0119-Present / Investment Related: No /15331 W. Bell Rd. Suite 212, Surprise, Az 85274 / Owner / Legal Services / Hrs Work Monthly: 40 / Sec Trading Hrs: 2 / Overseeing Attorney's And Meeting With Clients Regarding Legal Matters. Call Winsor Realty / 0719 To Present/ Investment Related: Yes /: 2208 W El Moro Ave Mesa, Az 85202 / Owner /: Real Estate Sales And Ce / Hrs Work Monthly: 1/Sec Trading Hrs: 0/ No Daily Activity. It Is There As A Place To Hang My Real Estate License And Send The Occasional Referral To. Justin Call Is The Day To Day Owner. PREVENTIA LEGAL COUNSELORS, PLC POSITION: OWNER - ATTORNEY NATURE: Legal Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2002 ADDRESS: 1237 S. Val Vista Dr., Mesa AZ 85204, United States DESCRIPTION: Provide legal services to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-21 |
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