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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-28 |
| TX | 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 |
|---|---|---|---|---|
| World Financial Group, Inc. | Plano | TX | 06/2001 | Present |
| Blue Cross Blue Sheild Of Texas | Garland | TX | 12/2009 | Present |
| Transamerica Financial Advisors, Inc | Plano | TX | 01/2012 | Present |
| Zander & Associates | Dallas | TX | 06/2004 | 07/2023 |
| Gary L Strawn, Inc. | Plano | TX | 01/2014 | Present |
| Fare Holdings, Llc | Garland | TX | 07/2017 | 07/2023 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. GARY L STRAWN, INC.; NOT INVESTMENT RELATED; 5072 W PLANO PKWY #280, PLANO TX 75093; TAX PURPOSES; OWNER; 1/2014; 0 HRS/MONTH; NO DUTIES BLUE CROSS BLUE SHEILD OF TEXAS/NO/1001 E Lookout Dr, Richardson, TX 75082/AGEMT-HEALTH INSURANCE 4/09 SELL SPECIALTY INSURANCE PRODUCTS APPROVED WITH RESTRICTIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-29 |
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