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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
1835 W. Orangewood Ave. Suite 102, Orange, CA 92868 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Diamond Bar | CA | 06/2001 | Present |
| Transamerica Financial Advisors, Llc | Diamond Bar | CA | 01/2012 | Present |
| Destiny Builders 2, Llc | Rowland Hts | CA | 05/2013 | 03/2018 |
| Destiny Builders 8, Llc | Rowland Hts | CA | 10/2015 | Present |
| Rental Property At Rowlands Hts | Rowland Hts | CA | 09/2011 | 09/2017 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. DESTINY BUILDERS 8, LLC; 10/09/2015; NOT INV RELATED; 1928 JELLICK AVE, ROWLAND HTS, CA 91748; MANAGING MEMBER; COLLECT MONTHLY RENT FROM TENANTS IN THE TFA/WFG OFFICE AND FORWARD IT TO LANDLORD; 1 HR/MO; 0 TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-19 |
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