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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_RES | 2021-03-11 |
| CA | RA | APPROVED | 2018-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Alviso | CA | 08/2016 | Present |
| World Financial Group, Inc. | Alviso | CA | 06/2015 | Present |
| Santa Clara Valley Transportation Authority | San Jose | CA | 04/2013 | Present |
| National Association Of Registered Social Security | Melville | NY | 10/2021 | Present |
"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." National Association of Registered Social Security Analysts / 1021-Present / Investment Related: Yes / 68 South Service Road, suite 100 Melville, NY 11747 / RSSA / Member of Organization / Hrs. Work Monthly: 20 / Sec Trading Hrs: 0 / Provide education regarding social security and run social security analysis SANTA CLARA VALLEY TRANSPORTATION AUTHORITY/Investment Related - No/3331 N. First Street, San Jose, CA 95134/Government Transportation Agency/Sr. Land Surveyor/04.2013/40/0/Project Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-27 |
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