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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 | 2026-02-04 |
| CA | RA | APPROVED | 2026-01-09 |
Branch Locations
680 E Colorado Blvd Ste 2100, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Pasadena | CA | 08/2016 | Present |
| World Financial Group, Inc. | Pasadena | CA | 08/2013 | Present |
| Axianta Financial Partners | Handerson | NV | 09/2013 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC. AXIANTA FINANCIAL PARTNERS POSITION: null NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 1 START DATE: 09/18/2013 ADDRESS: 545 West Sunset Rd, Handerson NV 89011, United States DESCRIPTION: WFG Co-Brand
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-20 |
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