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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 | 2025-01-02 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| World Financial Group | Modesto | CA | 01/2007 | Present |
| Readylink Health Care Staffing | Thousand Palms | CA | 07/2010 | 09/2018 |
| Transamerica Financial Advisors, Inc | Modesto | CA | 01/2012 | Present |
| E&J Staffing | Kissimmee | FL | 11/2013 | 09/2018 |
| Heartland Institute Of Financial Education | Greenwood Village | CO | 06/2020 | Present |
| Wealthwave | Johns Creek | GA | 12/2012 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WealthWaveJohns CreekGeorgiaUnited StatesYesNone 12/2012PRESENT Heartland Institute of Financial Education / 0620 -Present/ Investment Related: No / 8301 E. Prentice Ave., Ste.312 Greenwood Village, CO 80111 / Financial Educator / Financial Education / Hrs Work Monthly: 2 / Sec Trading Hrs: 0 / Educate Students about financial literacy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-27 |
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