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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 | APP_PEND_IARCE | 2026-01-01 |
| NY | RA | APPROVED | 2021-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Bohemia | NY | 10/2006 | Present |
| Health Insurance | Burbank | CA | 03/2007 | Present |
| Freelance Bio Writer | Encino | CA | 11/2009 | Present |
| Transamerica Financial Advisors, Inc | Bohemia | NY | 01/2012 | Present |
| Valle Incorporated | Weston | FL | 01/2014 | Present |
| Fpf North America Corp | Port Jefferson | NY | 02/2019 | Present |
"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." VALLE INCORPORATED; NOT INVESTMENT RELATED; 370 CARRINGTON DR, WESTON FL 33326; EXPORT OF LABOROTORY RESEARCH EQUIPMENT; VP OF SALES; 01/2014; 60 HRS/MONTH; GENERATING PRICE QUOTATIONS OF MERCHANDISE FOR SALE TO FOREIGN RESEARCH UNIVERSITIES FPF North America Corp / 0219-present/ INVESTMENT RELATED: NO /119 Oakwood Rd. Port Jefferson, NY 11777 / President / Pass through entity our accountant suggested we set up / hrs work monthly: 2 / Sec trading hrs: 0 / Oversee expenses Freelance Bio /1109-Present / Investment Related: No / 17453 Califa St. Fresno, CA 91316 / Owner/ Hrs Work Monthly: na / Sec Trading Hrs: na / Interview of athletes and personal trainers or other authors review of their books and a write up of the conversation. Health Insurance / 0307-Present / Investment Related: No /Burbank, CA / NA / NA/Hrs Work Monthly: / Sec Trading Hrs: / NA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-23 |
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