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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 | 2022-03-29 |
| NY | RA | APPROVED | 2022-03-28 |
| TX | RA | APPROVED | 2022-03-28 |
Branch Locations
1931 Lincoln Highway Suite #A, Edison, NJ 08817 • 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 |
|---|---|---|---|---|
| Wfgia | Edison | NJ | 06/2001 | Present |
| Green Dragon Wood Products Co. | Hong Kong | 01/2002 | 05/2020 | |
| Transamerica Financial Advisors, Llc | Edison | NJ | 01/2012 | Present |
| Apex Consulting Services | Avon | IN | 11/2021 | Present |
| Sunway Forest Land Management, Llc | Avon | IN | 08/2026 | Present |
Sales of insurance and non-insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Apex Consulting Services / 1121-Present / Investment Related: No / 2232 Banburry Ct. Avon, IN 46123 / Owner-Member / import- export of goods / Hrs. Work Monthly: 20 / Sec Trading Hrs: 1/ Try to find buyers - sellers. Contract them through emails and phone calls SUNWAY FOREST LAND MANAGEMENT, LLC POSITION: member NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/26/2026 ADDRESS: 2232 Banburry Ct, Avon IN 46123, United States DESCRIPTION: My husband owns a parcel of land in Illinois through Sunway Land Management, LLC, which is registered in the State of Indiana. He is currently in the process of adding me as a member of the LLC. The LLC does not currently generate any income. However, if the property is leased in the future, the LLC may receive rental income. My role will be limited to ownership as an LLC member, and I will not be involved in the day-to-day operations or management of the LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-08 |
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