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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 | 2013-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Cincinnati | OH | 10/2012 | Present |
| Transamerica Financial Advisors, Inc. | Cincinnati | OH | 01/2013 | Present |
| United Health Care | Minnetonka | MN | 02/2016 | 05/2018 |
| Associates - Walmart | North Olmsted | OH | 06/2020 | 06/2025 |
| Pool Sales | Reno | NV | 05/2020 | 06/2025 |
| Netlaw | Louisville | KY | 04/2022 | 06/2025 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-02-15 |
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