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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 | APPROVED | 2017-10-31 |
Branch Locations
6700 Koll Center Pkwy Suite 160-P, Pleasanton, CA 94566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Pleasanton | CA | 05/2017 | Present |
| World Financial Group, Inc. | Pleasanton | CA | 07/2016 | Present |
| Rental Income | Mountain House | CA | 01/2010 | 10/2018 |
| Rhema Solutions Llc | Mountain House | CA | 04/2018 | 04/2018 |
| Mountain House High School | Mountain House | CA | 09/2018 | 12/2019 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-25 |
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