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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-08-16 |
| VA | RA | APPROVED | 2024-06-13 |
| MD | RA | APPROVED | 2024-05-07 |
| NJ | RA | APPROVED | 2024-05-07 |
Branch Locations
16901 Melford Blvd. Suite 322, Bowie, MD 20715 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Bowie | MD | 05/2024 | Present |
| Suntrust Bank | Silver Spring | MD | 05/2013 | 08/2018 |
| Uber | San Francisco | CA | 12/2018 | 01/2020 |
| Airbnb | Owings Mills | MD | 10/2018 | 09/2020 |
| Rental Property | Lothian | MD | 01/2020 | Present |
| Allied Nursing Services, Llc | Owings Mills | MD | 04/2020 | Present |
| Caring Hands Home Care, Llc | Owings Mills | MD | 04/2020 | 10/2022 |
| Family Centered Home Care, Llc | Upper Marlboro | MD | 12/2016 | 08/2022 |
| Transamerica Agency Network | Bowie | MD | 08/2020 | 03/2024 |
| United Financial Services | Baltimore | MD | 08/2020 | 03/2024 |
| The Prudential Insurance Company Of America | North Bethesda | MD | 04/2024 | 04/2024 |
| Pruco Securities, Llc | North Bethesda | MD | 04/2024 | 04/2024 |
| Rental Property | Lothian | MD | 08/2020 | Present |
| Property | Baltimore | MD | 04/2024 | Present |
| Transamerica Financial Advisors, Inc | Bowie | MD | 12/2020 | 03/2024 |
| Transamerica Agency Network | Bowie | MD | 04/2024 | Present |
| United Financial Services | Baltimore | MD | 04/2024 | Present |
| Allstate Financial Services | Owings Mills | MD | 06/2020 | 06/2020 |
| Suntrust Investment Services | Silver Springs | MD | 06/2016 | 08/2018 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Transamerica Agency Network / Investment Related/Yes 1201 Wills St Suite 800 Baltimore, MD 21231/assist client with life insurance planning/Associate Director/05/2024/40/40/ assist client with life insurance planning RENTAL PROPERTY/Investment Related - No/1102 WRIGHTON ROAD LOTHIAN MD 20711/RENTAL PROPERTY/OWNER/01.2020/0/0/MAINTENANCE OF PROPERTY IS OUTSCOURCED TO PRIVATE CONTRACTOR. Rental Property/Investment Related - 9856 Bale Court Owings Mills MD 21117/ Rental Property/Owner 08/2021 Maintenance of property is outsourced to private contractor. Property/Investment Related - 1522 Mcculloh St Baltimore MD 21217 Being renovated . Allied Nursing Services, LLC / 0420-Present / 8 Durum Court Owings Mills, MD 21117/ Part Owner / Elderly Care Services / Hrs Work Monthly: 4 / Sec Trading Hrs: 0 / This IBA is not yet in operation and will take approximately 12-18 months to be licensed with the state of Maryland. My Responsibility at such time will be limited to financial oversight since I have a background in finance. Provide elderly care. United Financial Servies/Investment related/no/ 1201 Wills St Suite 800 Baltimore, MD 21231/assist client with life insurance planning/Associate Director/05/2024/10/10/ assist client with life insurance planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-26 |
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