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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 | 2025-03-19 |
| TX | RA | APPROVED_RES | 2024-07-18 |
| NC | RA | APPROVED | 2014-04-14 |
| OH | RA | APPROVED | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Maumee | OH | 06/2001 | Present |
| Ta Moore And Company | Maumee | OH | 08/2005 | Present |
| Transamerica Financial Advisors, Inc | Maumee | OH | 01/2012 | Present |
| Fist Office Partners Llc | Maumee | OH | 09/2017 | 12/2023 |
| Finance Dept'S Board Of Exec Advisors At University Of Toledo | Toledo | OH | 01/2017 | Present |
| Net Law | Louisville | KY | 02/2019 | Present |
| Moore Family Enterprises Llc | Perrysburg | OH | 03/2020 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC. Moore Family Enterprises LLC/0320-Present/ Investment Related: No/113 Forest Gate Dr. Perrysburg, OH 43551/Owner/Company to pay my kids / Hrs Work Monthly: 3/ Sec Trading Hrs: 0/ several hours per month directing the work of my children. Net Law / 0219-Present / INVESTMENT RELATED: NO / 12910 Shelbyville Road, Suite 124 Louisville, KY 40243/ No Title / Will & Trust / hrs work monthly: 1/ Sec trading hrs: 0 / I will seldom use - just want to refer clients to it from time to time as a resource for them to do their will & trust. Finance Department's Board of Executive Advisors at the University of Toledo/0117-Present / Investment Related: No/ 2801 W. Bancroft St. Toledo,OH/ Member/ We meet two times per year at the University of Toledo to give feedback on what the local business community is looking for out of graduates. No business or income is derived from this volunteer capacity/ Hrs Work Monthly: 1 / Sec Trading Hrs: 0/ Very little - we only meet two times per year TA Moore & Company / 0805-Present/ Investment Related: No/Mawmee, OH/NA / it is a DBA for my office lease ,bank account and tax returns/ Hrs Work Monthly: NA / Sec Trading Hrs: NA/No Functions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-15 |
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