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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 | 2026-08-24 |
Branch Locations
1106 Clayton Ln Suite 285W, Austin, TX 78723 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Austin | TX | 05/2026 | Present |
| World Financial Group Insurance Agency | Austin | TX | 03/2017 | Present |
| Trellis Company | Round Rock | TX | 06/2020 | 08/2021 |
| Bolt Company | Austin | TX | 08/2021 | 02/2026 |
| Student | San Antonio | TX | 01/2016 | 07/2018 |
Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. 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 | 2026-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2026-06-12 |
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