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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
3550 Stevens Creek Blvd Suite 308, San Jose, CA 95117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | San Jose | CA | 01/2008 | Present |
| Transamerica Financial Advisors, Inc | San Jose | CA | 01/2012 | Present |
| Debtmerica Relief, Llc | Santa Ana | CA | 01/2012 | 09/2022 |
| Bsi Ehs Services And Solutions | San Jose | CA | 07/2016 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. BSI EHS Services and Solutions/No/4 North Second Street/Suite 1270/San Jose/CA/95113/Environmental Health and Safety (EHS) Services and Solutions/Principal Consultant/7.19.2016/200/8/EHS Consulting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-10 |
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