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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2012-10-23 |
| NC | RA | APPROVED | 2012-09-18 |
| PR | RA | APPROVED | 2012-09-07 |
| TX | RA | APPROVED | 2012-01-06 |
Branch Locations
1106 Clayton Ln Suite 225E, Austin, TX 78723 • United States
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 |
|---|---|---|---|---|
| World Financial Group | Austin | TX | 06/2001 | Present |
| Ferrell Financial Enterprises Inc | Austin | TX | 03/2001 | Present |
| Oil & Gas Exploration | Austin | TX | 10/2005 | Present |
| Transamerica Financial Advisors, Inc | Austin | TX | 01/2012 | Present |
| Wealthwave | Johns Creek | GA | 06/2023 | Present |
| Netlaw | Louisville | KY | 02/2026 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Wealthwave | marketing | investment related | co-brand company through WFGIA | 06/2023 | Johns Creek GA OIL & GAS EXPLORATION/no/ Austin TX / 10/2005 / 0/0 / INVESTER / Personal Investment FERRELL FINANCIAL ENTERPRISES INC/no/2499 S. Capital Of Tx Hwy Austin TX 78746/ PRESIDENT/Single Ownership/Sole Proprietorship /3/2001 / Business pass through bank account for business/5 hrs month NETLAW POSITION: Agent NATURE: Wills & Trusts INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 02/24/2026 ADDRESS: 12910 Shelbyville Rd, Louisville KY 40243, United States DESCRIPTION: Be a resource to my clients & prospects to acquire wills & trusts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-04 |
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