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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 | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Alviso | CA | 06/2001 | 08/2021 |
| International Marketing Group | Makati | 03/2002 | 10/2016 | |
| X-Press | Alviso | CA | 07/2004 | Present |
| Gold Team Llc | San Jose | CA | 10/2004 | 11/2019 |
| Transamerica Financial Advisors, Inc | Alviso | CA | 01/2012 | Present |
| Nguyen Dynasty, Inc | Alviso | CA | 12/1998 | Present |
| Nja Holdings, Llc | Alviso | CA | 04/2002 | Present |
| Wfgia | Alviso | CA | 08/2021 | Present |
| Wsb Partners, Inc | Alviso | CA | 09/2020 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC., 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) Partners Inc. (WSB-co-brand): 2099 Gold Street, STE 100, P.O. Box 2028, Alviso, CA 95002 | Investment Related | Owner of Co-Brand company, affiliated with WFGIA, but not a WFGIA company. NGUYEN DYNASTY, INC; NOT INVESTMENT RELATED; 2099 GOLD ST, ALVISO CA 95002; CORPORATION WAS SET UP TO MANAGE INCOME & EXPENSES FROM WFG BUSINESS, FOR ACCOUNTING PURPOSES; PRESIDENT; 12/1998; 40 HRS/MONTH; MAKE SURE CORPORATTION MAKES PROFIT NJA HOLDINGS, LLC; INVESTMENT RELATED; 2099 GOLD STREET, ALVISO CA 95002; THE LLC OWNS THE OFFICE BUILDING AT 2099 GOLD STREET FOR WFG BUSINESS. PASS THRU ACCOUNT THAT ACCEPTS THE LEASE PAYMENT FROM US AND THEN PAYS THE MORTGAGE; PRESIDENT; 4/2002; 2 HRS/MONTH; ESTABLISH THE LLC X-PRESS-no/Alviso, CA/WRITER/CONSULTANT-7/2004-I provide ideas, information writing materials for x-press, not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-08 |
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