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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 | 2017-11-03 |
| TX | RA | APPROVED_RES | 2017-11-03 |
| DC | RA | APPROVED | 2017-03-28 |
| PR | RA | APPROVED | 2017-02-08 |
| NC | RA | APPROVED | 2017-02-02 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
3435 Wilshire Blvd Suite 320, Los Angeles, CA 90010 • United States
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 |
|---|---|---|---|---|
| Wfg | Los Angeles | CA | 06/2001 | Present |
| Blue Cross Health Insurance | Los Angelos | CA | 10/2002 | Present |
| Alpha Mortgage | Los Angelos | CA | 08/2005 | Present |
| Transamerica Financial Advisors, Inc | Los Angeles | CA | 01/2012 | Present |
| Heartland Institute Of Financial Education | Aurora | CO | 06/2012 | Present |
| Heartland Institute Of Financial Education College Planning Prog | Aurora | CO | 10/2012 | Present |
| Wlb Group, Inc. | Los Angeles | CA | 03/2017 | Present |
| National Association Of Registered Social Security Analysts | Wratagh | NY | 10/2021 | Present |
| World System Builders (Wsb) | Alviso | CA | 01/2023 | Present |
| Worldwide Legacy Builder (Wlb) | Agoura Hills | CA | 07/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc., Worldwide Legacy Builder & WSB are co-brand companies that are used by agents affiliated with World Financial Group Insurance Agency, an insurance agency affiliate of Transamerica Financial Advisors, LLC. World System Builders (WSB) Alviso California United States | Investment Related | 01/2023 PRESENT Worldwide Legacy Builder (WLB)AGOURA HILLSCaliforniaUnited StatesNoTeam Leader07/2022PRESENT NATIONAL ASSOCIATION OF REGISTERED SOCIAL SECURITY ANALYSTS | INVESTMENT RELATED | START DATE:10/15/2021 | RSSA | 2001 GROVE STREET WRATAGH NY 11793 |10HR/MO-0HR DURING TRADING | SOCIAL SECURITY PLANNING. HEARTLAND INSTITUTE IF FINANCIAL EDUCATION COLLGE PLANNING PROGRAM, 2851 SOUTH PARKER RD STE 1100 AURORA CO 80014, START DATE 10-05-2012, NOT INVESTMENT RELATED, CERTIFIED COLLEGE PLANNING PROGRAM CONSULTANT, HELP PEOPLE THAT ARE LOOKING FOR COACHING IN PLANNING FOR THEIR CHILDRENS COLLEGE, 1 HR/WEEK. Heartland Institute of Financial Education/NO/2851 SOUTH PARKER RD STE 1100 AURORA CO 80014/INSTRUCTOR/I will be an instructor for this non-profit institute and get paid certain amount per student (employee) who came to the class/ will conduct the class for the students/ employees regarding financial education and do the one-on-one follow up to help them to understand more about financial information. WLB GROUP, INC./NO/3435 WILSHIRE BLVD, SUITE 320, LOS ANGELES, CA 90010/NO OTHER BUSINESS ACTIVITIES BUT RUNNING MY WFG BUSINESS INCLUDING RENTING AND MANAGING AN OFFICE/CEO/03.15.2017/10/0/NOT MUCH DAILY ACTIVITIES AND RESPONSIBILITY EXCEPT RUNNING AN OFFICE AND SUPERVISING AN ACCOUNTING FOR MY WFG BUSINESS. BLUE CROSS HEALTH INSURANCE/no/Los Angeles, CA/10/2002-INDEPENDENT BROKER/HEALTH INSURANCE/APPROVED WITH RESTRICTIONS ALPHA MORTGAGE/NO/3600 WILSHIRE BLVD #1614 LOS ANGELES CA 90010/213.365.2090/SR. LOAN OFFICER 08/2005/PROCESS MORTGAGE LOANS/APPROVED WITH RESTRICTIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-23 |
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