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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-06 |
| NC | RA | APPROVED | 2024-08-12 |
Branch Locations
630 Davis Drive Suite 128, Morrisville, NC 27560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Morrisville | NC | 10/2023 | Present |
| World Financial Group, Inc. | Morrisville | NC | 07/2022 | Present |
| Self Empl0Yed | Chapel Hill | NC | 02/2014 | Present |
| Vijaya Arun | Chapel Hill | NC | 02/2014 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. SELF EMPL0YED/Investment Related - No/104 Glenmore Rd Chapel Hill NC 27516 2245789226/Book keeping for one Client/Book Keeper/02.2014/45/30/Book Keeping VIJAYA ARUN POSITION: Self employed accountant NATURE: Accounting and Bookkeeping INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 02/17/2014 ADDRESS: 104 Glenmore Rd, Chapel Hill NC 27516, United States DESCRIPTION: From April of 2024 , I do accounting services on a need basis part time for maximum of 5 to 7 hours a month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-03 |
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