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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-02-14
NJ RA APPROVED 2022-06-20
PA RA APPROVED 2022-06-17
  • TX RA
    APPROVED_RES
    Since 2025-02-14
  • NJ RA
    APPROVED
    Since 2022-06-20
  • PA RA
    APPROVED
    Since 2022-06-17

Branch Locations

31 Stelton Rd. #5, Piscataway, NJ 08854 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2009 → Present
    Ibs Tax Amp; Accounting Services
    Philadelphia, PA
  • 03/2022 → Present
    Transamerica Financial Advisors, Inc
    Piscataway, NJ
  • 12/2020 → Present
    World Financial Group, Inc.
    Piscataway, NJ
  • 04/2022 → Present
    H2Tran Inc
    Woodbury, NJ
  • 10/2019 → Present
    Benefitmall
    Dallas, TX
  • 09/2019 → Present
    Alec Tran
    Philadelphia, PA
  • 11/2017 → Present
    Alec Tran
    Philadelphia, PA
  • 07/2023 → Present
    Felton Holding Llc
    Philadelphia, PA
  • 08/2024 → Present
    B2Aq Inc
    Philadelphia, PA
  • 07/2023 → Present
    Rental Property
    Philadelphia, PA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-17
S63 Uniform Securities Agent State Law Examination 2022-01-25
  • S65 Uniform Investment Adviser Law Examination
    2022-06-17
  • S63 Uniform Securities Agent State Law Examination
    2022-01-25
Other Names
  • Hung C Tran

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