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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 | 2026-07-16 |
| MD | RA | APPROVED | 2023-06-28 |
Branch Locations
17800 Castleton Street Suite 600, City Of Industry, CA 91748 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | City Of Industry | CA | 06/2023 | Present |
| Wfgia | City Of Industry | CA | 04/2018 | Present |
| Smarter Tools, Inc. | Savage | MD | 09/2016 | 10/2020 |
| Du Advisors, Llc | Clarksville | MD | 03/2020 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc DU ADVISORS, LLC/Investment Related - No/6049 BLUE POINT CT, CLARKSVILLE MD. PHONE NUMBER: 202-340-8979/accounting and tax services/owner/03.2020/5/5/operation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-05 |
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