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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-10-10 |
| IN | RA | APPROVED | 2012-01-06 |
| NC | RA | APPROVED | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpo Enterprises Inc | Lizton | IN | 01/1981 | 12/2018 |
| Wfgia | Cincinnati | OH | 04/2007 | Present |
| Board Member Of Union Towns | Lizton | IN | 11/2002 | 01/2021 |
| Transamerica Financial Advisors, Llc | Cincinnati | OH | 01/2012 | Present |
| Ambit Energy | Piano | TX | 07/2014 | 12/2018 |
| Net Law Group Inc | Louisville | KY | 10/2021 | Present |
| Legacy Shield Solutions | Ponte Vedra Beach | FL | 11/2021 | Present |
| Wealthwave | Cincinnati | OH | 12/2018 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Wealthwave | marketing | investment related | co-brand company through WFGIA | 12/2018 | Cincinnati, Oh Net Law Group Inc. / 1021 -Present / Investment Related: No / 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243/ Referral Agent / Estate Planning Documents / Hrs. Work Monthly: 2 / Sec Trading Hrs: 0 / Referrals to Netlaw LEGACY SHIELD SOLUTIONS/emp dates: 1121 TO PRESENT/ INVESTMENT RELATED: NO /address: 100 EXECUTIVE WAY SUITE 105 PONTE VEDRA BEACH, FL 32802 / position: REPRESENTATIVE/ nature of business: DOCUMENT PREPARATION/hrs work monthly: 4/Sec trading hrs: 0/ duties: GIVE CLIENT A SOURCE FOR DOCUMENT PREPARATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-25 |
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