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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 | 2025-07-03 |
| NC | RA | APPROVED | 2020-08-27 |
| TX | RA | APPROVED_RES | 2016-02-10 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | San Diego | CA | 06/2001 | Present |
| Jerome C. Price | San Diego | CA | 09/2008 | 05/2021 |
| Transamerica Financial Advisors, Inc | San Diego | CA | 01/2012 | Present |
| Lspn Pro | Lindon | UT | 06/2023 | Present |
| Jb Hendo | San Diego | CA | 03/2024 | Present |
| Hendricks Financial | Carlsbad | CA | 01/2007 | Present |
| Inherit Guard | Linson | UT | 06/2023 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. HENDRICKS FINANCIAL/NO/ADMINSTRATIVE DUTIES (MARKETING ETC)/01/2007 | pass through company for TFA and WFGIA | Carlsbad, CA; LSPN PRO POSITION: referrer NATURE: estate planning INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 06/28/2023 ADDRESS: 100 N. State st, Linson UT 84042, United States /DESCRIPTION: refer clients who need help with estate planning, will & trusts. JB HENDO/ sole owner/LLC taxed as s corp - pass through entity INV RLT-No/ NUM. HRS: 4 SEC. TRD HOURS: 0 START DATE: 03/24-Prsnt. /16870 W. Bernardo Dr. # 431, San Diego CA 92127, United States/NA INHERIT GUARD POSITION: referrer NATURE: estate planning INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 06/28/2023 ADDRESS: 100 N. State st, Linson UT 84042, United States DESCRIPTION: refer clients who need help with estate planning, will & trusts. LSPN PRO | 6/2023 | referring Agent | Lindon, Utah | investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-24 |
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