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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 | 2018-09-14 |
Branch Locations
2200 W Orangewood Ave. Suite 215, Orange, CA 92868 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Orange | CA | 03/2018 | Present |
| World Financial Group, Inc. | Rancho Cucamonga | CA | 12/2016 | 09/2020 |
| Self-Employed | Santa Ana | CA | 01/2016 | 11/2016 |
| Chen Kin Cheah | Santa Ana | CA | 11/2017 | Present |
| Platinum M.G. Holdings, Llc | Cucamonga | CA | 04/2021 | 12/2023 |
| Wfgia | Orange | CA | 09/2020 | Present |
| Chen Kin Cheah, Independent Agent | Santa Ana | CA | 10/2021 | Present |
| World System Builders (Wsb) | Alviso | CA | 12/2016 | Present |
| Mile Square Golf Cpurse | Fountain Valley | CA | 03/2023 | 12/2023 |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 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 World System Builders (WSB) | Marketing | yes investment related| 1 hour during trading | 2099 Gold ST, STE 100, Alviso, CA 95002 | WFGIA Co-Brand Chen Kin Cheah, Independent Agent / 1021-Present / Investment Related: No / 1928 W Blackhawk Dr. Santa Ana, CA 92704 / Agent / Medicare Health Insurance / Hrs. Work Monthly: 20 / Sec Trading Hrs: 1 / To help people with Medicare Health Insurance plans. CHEN KIN CHEAH/no/2839 S Fairview St Suite #F Santa Ana CA 92704/Joint Tenant-Real Estate Rental/ 11/09/2020/05/0/I have no daily activities related with this OBA and my rent agent deposits monthly rental directly into my bank account
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-08 |
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