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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-03-13 |
Branch Locations
5072 Dorsey Hall Drive Suite 202, Ellicott City, MD 21042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Ellicott City | MD | 08/2020 | Present |
| Wfgia | Ellicott City | MD | 07/2020 | Present |
| Dynasty Transportation Inc. | Ellicott City | MD | 03/2010 | 09/2024 |
| Kaiser Permanente, Health Insurance Provided | Columbia | MD | 01/2020 | Present |
| Dynasty Inc. / Dba Jc Pros | Ellicott City | MD | 03/2010 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. KAISER PERMANENTE, HEALTH INSURANCE PROVIDER / INVESTMENT RELATED: NO / 7070 SAMUEL MORSE DRIVE, COLUMBIA MD 21042 / INSURANCE AGENT - HEALTH INSURANCE SALES / HOURS PER MONTH: 8 / HOURS DURING SECURITIES TRADING HOURS: 0 / APPROVED WITH RESTRICTIONS DYNASTY INC. / DBA JC PROS POSITION: director NATURE: transportation related INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2010 ADDRESS: 4625 Centennial Ln, Ellicott City MD 21042, United States DESCRIPTION: sales, office work, compliance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-13 |
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