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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| GA | RA | APPROVED | 2020-01-08 |
| TX | RA | APPROVED | 2017-05-30 |
Branch Locations
84 Ne Loop 410. Suite 2114, San Antonio, TX 78216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | San Antonio | TX | 04/2017 | Present |
| World Financial Group, Inc. | San Antonio | TX | 01/2017 | Present |
| Santa Fe Financial, Llc | San Antonio | TX | 04/2014 | 01/2017 |
| Kp Property Ventures Llc | San Antonio | TX | 05/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc KP PROPERTY VENTURES LLC POSITION: None NATURE: Rental properties, real estate sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/21/2024 ADDRESS: 301 Havenhurst Dr., San Antonio TX 78232, United States DESCRIPTION: No activity or involvement
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-03 |
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