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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
680 Langsdorf Dr. Ste 204, Fullerton, CA 92831 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Fullerton | CA | 01/2012 | Present |
| World Financial Group, Inc | Fullerton | CA | 08/2008 | Present |
| Destiny Builders 9, Llc | Fullerton | CA | 03/2016 | Present |
| Arizona Property | Maricopa | AZ | 05/2006 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. DESTINY BUILDERS 9, LLC/NO/3024 LA TRAVESIA DR, FULLERTON, CA, 92835/FINANCIAL SERVICES/PASS THROUGH ACCOUNT PER IMMEDIATE SUPV (LIZ SALMON-OSBON)/PRESIDENT/03.31.2016/5/0/GENERAL OFFICE USE ARIZONA PROPERTY/YES- INVESTMENT RELATED/CO-OWNER/5.1.2006/41820 W. ANNE LN, MARICOPA, AZ 85238/THIS IS OUR SECOND HOME WHICH WE WILL RENT OUT./THIS HOUSE WILL BE PUT ON THE MARKET TO BE RENTED./HOURS PER WEEK: 1/
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-12-23 |
| S65 | Uniform Investment Adviser Law Examination | 2008-12-11 |
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