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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_RES | 2025-02-14 |
| NJ | RA | APPROVED | 2022-06-20 |
| PA | RA | APPROVED | 2022-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ibs Tax Amp; Accounting Services | Philadelphia | PA | 12/2009 | Present |
| Transamerica Financial Advisors, Inc | Piscataway | NJ | 03/2022 | Present |
| World Financial Group, Inc. | Piscataway | NJ | 12/2020 | Present |
| H2Tran Inc | Woodbury | NJ | 04/2022 | Present |
| Benefitmall | Dallas | TX | 10/2019 | Present |
| Alec Tran | Philadelphia | PA | 09/2019 | Present |
| Alec Tran | Philadelphia | PA | 11/2017 | Present |
| Felton Holding Llc | Philadelphia | PA | 07/2023 | Present |
| B2Aq Inc | Philadelphia | PA | 08/2024 | Present |
| Rental Property | Philadelphia | PA | 07/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors IBS TAX amp; ACCOUNTING SERVICES/Investment Related - No/1126 S Front Street, Philadelphia PA 19147/Tax Office/Tax Preparer/01.2009/40/5/Prepare Tax BENEFITMALL POSITION: Independent Agent NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2019 ADDRESS: 12404 Park Central Drive, Suite 400S, Dallas TX 75251, United States DESCRIPTION: I only work during open enrollment to serve existing clients. ALEC TRAN POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/27/2017 ADDRESS: 6414 Paschall Ave, Philadelphia PA 19142, United States DESCRIPTION: Collect Rent ALEC TRAN POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/19/2019 ADDRESS: 1126 S Front St, Philadelphia PA 19147, United States DESCRIPTION: Collect rent and arrange repair if needed H2tran Inc. | Woodbury, NJ | from 04/2022 | yes - investment related | officer Rental Property | 1308 S 15th Street, Philadelphia, PA 19146 | 1 hr a month | administration work | from 7/2023 | yes investment related | Owner FELTON HOLDING LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/19/2023 ADDRESS: 1308 S 15th Street, Philadelphia PA 19146, United States DESCRIPTION: 1 Hour/Month administration work B2AQ INC POSITION: OWNER NATURE: Merchant Services INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2024 ADDRESS: 1126 S FRONT ST, PHILADELPHIA PA 19147, United States DESCRIPTION: Ownership, hire manager to manage to activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-25 |
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