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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-07-29 |
| TX | RA | APPROVED | 2026-07-29 |
Branch Locations
2277 Mn Highway 36 Suite 245, Roseville, MN 55113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Saint Paul | MN | 04/2011 | 07/2020 |
| Wells Fargo Advisors, Llc | Saint Paul | MN | 01/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Saint Paul | MN | 11/2016 | 07/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Woodbury | MN | 07/2020 | 07/2026 |
| Bank Of America, N.A. | Woodbury | MN | 07/2020 | 07/2026 |
| Transamerica Financial Advisors | Roseville | MN | 07/2026 | Present |
| Wfgia | Roseville | MN | 07/2026 | Present |
| World System Builders | Bloomington | MN | 07/2026 | Present |
| Green Hills Transportation Llc | Maplewood | MN | 08/2017 | Present |
Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors. GREEN HILLS TRANSPORTATION Investment related): No 3006 Edward Street | Maplewood, MN 55109 Start date 8/2017 Owner 0 hours per month. World System Builders (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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-10 |
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