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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 | 2026-07-30 |
Branch Locations
550 Post Oak Blvd Suite 390, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Excel Tax And Accounting Services | Richmond | TX | 12/2012 | Present |
| Transamerica Financial Advisors | Houston | TX | 04/2026 | Present |
| Wfgia | Houston | TX | 11/2022 | Present |
| Worldwide Excellence Financial Services, Llc | Richmond | TX | 02/2023 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). EXCEL TAX AND ACCOUNTING SERVICES POSITION: Manager NATURE: Tax Preparation and Filing for clients INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2012 ADDRESS: 9550 Spring Green Blvd 408-124, Katy TX 77494, United States DESCRIPTION: Preparation of federal, state and local authority taxes for clients during tax filing season and off season. WORLDWIDE EXCELLENCE FINANCIAL SERVICES, LLC POSITION: Health Insurance Agent NATURE: Entity Ownership, Health Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 1 START DATE: 02/22/2023 ADDRESS: 19819 Quarry Stone Lane, Richmond TX 77407, United States DESCRIPTION: Assist clients and prospects to enroll into health plans during enrolment periods
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2026-06-26 |
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