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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-29 |
| NY | RA | APPROVED | 2022-02-24 |
Branch Locations
37-20 Prince Street Suite 2A, Flushing, NY 11354 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Banyan Path Service Llc | Jericho | NY | 05/2026 | Present |
| Transamerica Financial Advisors | Flushing | NY | 04/2018 | Present |
| Wfgia | Flushing | NY | 05/2013 | Present |
| Barclays | New York | NY | 04/2007 | 01/2018 |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). BANYAN PATH SERVICE LLC POSITION: Founder/CEO NATURE: it is a pass-through and will be used for accounting/recordkeeping purposes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 8 START DATE: 05/19/2026 ADDRESS: 107 Maytime Drive, JERICHO NY 11753, United States DESCRIPTION: This OBA is a pass-through entity for accounting purposes for the WFG/TFA/TAN business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-06-28 |
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