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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 | 2021-05-11 |
Branch Locations
30-50 Whitestone Expwy Suite 105-D, Flushing, NY 11354 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heartland Institution Of Financial Education | Greenwood Village | CO | 02/2014 | 11/2025 |
| Transamerica Financial Advisors, Inc | Flushing | NY | 06/2017 | Present |
| World Financial Group, Inc. | Flushing | NY | 12/2012 | Present |
| Img Global | Clara | CA | 04/2018 | Present |
| World System Builders (Wsb) | Alviso | CA | 09/2015 | Present |
"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." WSB - is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency, an insurance agency affiliate of Transamerica Financial Advisors, LLC. World System Builders (WSB) | Marketing | WFGIA -co-brand company, not a WFGIA company | investment related | Alviso, CA IMG GLOBAL / 04:2018-PRESENT / INVESTMENT RELATED: NO /2350 MISSION COLLEGE BLVD, SANTA CLARA, CALIFORNIA / HEALTH INSURANCE FOR INTERNATIONAL VISITORS / HEALTH INSURANCE AGENT / HRS. WORKED MONTHLY: 4 / SEC TRADING HRS: 1 / HEALTH INSURANCE SALES TO INTERNATIONAL VISITORS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-10 |
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