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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2012-01-06 |
Branch Locations
355 118Th Ave Se Suite 100A, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Bellevue | WA | 03/2009 | Present |
| Transamerica Financial Advisors, Inc | Bellevue | WA | 01/2012 | Present |
| Heartland Institute Of Financial Education | Greenwood Village | CO | 07/2014 | 06/2018 |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-21 |
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