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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2014-07-25
  • NJ RA
    APPROVED
    Since 2014-07-25

Branch Locations

31 Stelton Rd. #5, Piscataway, NJ 08854 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors, Inc Piscataway NJ 01/2013 Present
World Financial Group, Inc. Piscataway NJ 11/2008 Present
Merck Co. Whitehouse Station NJ 06/2007 12/2024
Kistler Tiffany Benefits Mount Laurel NJ 05/2015 Present
Rental Property Princeton NJ 06/2011 Present
  • 01/2013 → Present
    Transamerica Financial Advisors, Inc
    Piscataway, NJ
  • 11/2008 → Present
    World Financial Group, Inc.
    Piscataway, NJ
  • 06/2007 → 12/2024
    Merck Co.
    Whitehouse Station, NJ
  • 05/2015 → Present
    Kistler Tiffany Benefits
    Mount Laurel, NJ
  • 06/2011 → Present
    Rental Property
    Princeton, NJ
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors KISTLER TIFFANY BENEFITS; 05/29/2015; YES INV RELATED; 10000 MIDLANTIC DRIVE, SUITE 301 WEST, MOUNT LAUREL, NJ 08054; HEALTH INSURANCE PLAN GENERAL AGENCY; 5 HRS/MO; 0 TRADING; ATTEND HEALTH INSURANCE PLAN TRAINING, LOOK FOR POTENTIAL CLIENTS NEED HEALTH INSURANCE. RENTAL PROPERTY/NO/42 YORK DRIVE, PRINCETON, NJ 08540/RENTAL PROPERTY/THIS IS A PERSONAL PROPERTY RENTAL. MY WIFE AND I HAVE A RESIDENTIAL HOUSE AT 42 YOURK DR. PRINCETON, NJ FOR RENTAL/NONE/06.01.2011/0/0/NOT MUCH THINGS TO DO, SOMETIMES FIX SMALL PROBLEMS (EG CHANGING LIGHTS, MAINTAIN LAWN, ETC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-08
S63 Uniform Securities Agent State Law Examination 2014-04-05
  • S65 Uniform Investment Adviser Law Examination
    2014-05-08
  • S63 Uniform Securities Agent State Law Examination
    2014-04-05
Other Names
  • Wei Wu

View on SEC IAPD

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