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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 | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Cincinnati | OH | 07/2001 | Present |
| Transamerica Financial Advisors, Inc | Cincinnati | OH | 01/2012 | Present |
| Liberty Tax Services | Piqua | OH | 01/2016 | 05/2021 |
| Aarp United Healthcare Medicare Plans | Eastlake | OH | 05/2020 | Present |
| Legacy Shield | Ponte Vedra Beach | FL | 06/2021 | Present |
| Pinnacle Financial Services | Piqua | OH | 01/2022 | Present |
| Rssa | Melville | NY | 11/2025 | Present |
"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors." Pinnacle Financial Services / 0122-Present / Investment Related: No / 1030 Snyder Rd. Piqua, OH 45356 / Agent / Medicare Supplement Sales / Hrs. Work Monthly: 12 / Sec Trading Hrs: 2 / Offer Medicare Supplement plans Legacy Shield / 0621-Present / Investment Related: No / 100 Executive Way Ponte Vedra Beach, FL 32082/Associate / Estate Planning / Hrs. Work Monthly: 12 / Sec Trading Hrs: 2 / Provide estate planning plans for clients AARP United Healthcare Medicare Plans/ 0520-Present/ Investment Related: No / 35784 Lakeland Blvd Eastlake, OH 44095 / Agent / Medicare supplements / Hrs Work Monthly: 20/ Sec Trading Hrs: 5/ Assist clients in sale of Medicare supplements insurance plans RSSA 11/2025 Investment Related: No 68 S Service Road STE 100 Melville, NY 11747 Member I will be required to maintain my certification annually through continuing education provided by RSSA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-29 |
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