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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-03 |
| AZ | RA | APPROVED | 2020-03-25 |
Branch Locations
10429 S. 51St St Suite 210-A, Phoenix, AZ 85044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Phoenix | AZ | 03/2014 | Present |
| World Financial Group, Inc. | Phoenix | AZ | 05/2012 | Present |
| B & L Learning Center Llc | Gilbert | AZ | 03/2011 | 02/2019 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-19 |
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