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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-05 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Transamerica Financial Advisors | Elmhurst | NY | 10/2020 | Present |
| Wfgia | Elmhurst | NY | 12/2019 | Present |
| Ihsmarkit | New York City | NY | 01/2015 | 10/2021 |
| Plainview Chinese Cultural Center, Inc. | Plainview | NY | 10/2021 | Present |
| Executive Solutions Ny Llc | Woodbury | NY | 08/2024 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Plainview Chinese Cultural Center, Inc. / 1021-Present / 99 Central Park Road Plainview, NY 11803 / Investment Related: No / Board Member -Director / Chinese Language Programs Hrs. Work Monthly: 15 / Sec Trading Hrs.: 0 / Will Contribute To The Operation Of The Saturday Chinese Cultural Program EXECUTIVE SOLUTIONS NY LLC POSITION: member NATURE: financial consulting INVESTMENT RELATED: No NUMBER OF HOURS: 38 SECURITIES TRADING HOURS: 1 START DATE: 08/08/2024 ADDRESS: 115 PARK AVE, WOODBURY NY 11797, United States DESCRIPTION: use this for WFG income passthrough
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-30 |
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