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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2012-04-05 |
| TX | RA | APPROVED_RES | 2012-04-03 |
| NJ | RA | APPROVED | 2012-03-29 |
| NC | RA | APPROVED | 2012-03-27 |
| MD | RA | APPROVED | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Rockville | MD | 06/2001 | Present |
| Transamerica Financial Advisors, Inc | Rockville | MD | 01/2012 | Present |
| Time Share Rental | Duck | NC | 07/2024 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. TIME SHARE RENTAL POSITION: N/A NATURE: Rental time share INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2024 ADDRESS: 1245 Duck Road, Duck NC 27949, United States DESCRIPTION: List the timeshare for rent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-20 |
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