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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 | 2026-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | San Gabriel | CA | 03/2026 | Present |
| World Financial Group Insurance Agency | Los Angeles | CA | 08/2021 | Present |
| Student | Los Angeles | CA | 03/2016 | 12/2023 |
| Green Dot Public Schools | Los Angeles | CA | 09/2024 | Present |
| Advantec Consulting Engineers | Irvine | CA | 01/2024 | Present |
Name: Green Dot Public Schools / Investment Related - No / Date: 09:2024 / Hrs (Month): 160 / Hrs (Day): 8 / Activity: Accounting Name: Advantec Consulting Engineers / Investment Related - No / Date: 01:2024 / Hrs (Month): 1 / Hrs (Day): 0 / Activity: Marketing Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. World Financial Group Co-Brand (Non-Owner) 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-15 |
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