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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
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. | Orange | CA | 06/2001 | Present |
| Global Merchant Innovations, Llc | Woodland Hills | CA | 06/2010 | 12/2021 |
| Giving Merchant, Llc | Woodland Hills | CA | 06/2010 | 12/2021 |
| Transamerica Financial Advisors, Inc | Orange | CA | 01/2012 | Present |
| John Pham Rental Home | Corona | CA | 07/2005 | Present |
| Destiny Builders Enterprises | Irvine | CA | 01/2015 | Present |
| Destiny Builders 12, Llc | Irvine | CA | 08/2016 | 07/2020 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. DESTINY BUILDERS ENTERPRISES; NO; 228 SHELBOURNE, IRVINE, CA 92620; RUN WFG BUSINESS. LEASE WFG OFFICE SPACE, STAFF PAYROLL, MONTHLY BUSINESS EXPENSES; PRESIDENT; 1/30/2015; 10 HRS/MNTH. John Pham Rental Home/yes/12617 Burbank Rd Corona, CA 92880/7144910189/OWNER/7/01/2005/Renting out my residential home/1-2 hrs week/collecting Monthly Rents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-09 |
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