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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-22 |
Branch Locations
13131 University Drive, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Fort Myers | FL | 09/2022 | Present |
| World Financial Group, Inc. | Fort Myers | FL | 05/2015 | Present |
| Tampa Bay Research Institute - Science Alliance Volunteer Commit | St Petersburg | FL | 08/2021 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Tampa Bay Research Institute - Science Alliance Volunteer Committee/Investment Related - No/11208 Blue Heron Blvd. N St. Petersburg, FL 33716/Immune Health Research/volunteer - secretary/08.2021/1/1/record minutes of monthly meeting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-26 |
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