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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-27 |
| CT | RA | APPROVED | 2024-09-03 |
| NY | RA | APPROVED | 2024-09-03 |
Branch Locations
37-20 Prince Street Suite 2A, Flushing, NY 11354 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Flushing | NY | 05/2024 | Present |
| World Financial Group, Inc. | Flushing | NY | 12/2017 | Present |
| Rexing Inc | North Haven | CT | 06/2016 | 06/2017 |
| Unemployed | Woodbridge | CT | 07/2017 | 11/2017 |
| Southern Connecticut Chinese School,Inc. | New Haven | CT | 07/2020 | 09/2024 |
| Southern Connecticut Chinese School, Inc. | New Haven | CT | 07/2020 | 09/2024 |
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 | 2024-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-30 |
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