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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Plano | TX | 06/2001 | Present |
| The Plus Group | Dallas | TX | 05/2002 | Present |
| Aflac | Arlington | TX | 12/2007 | Present |
| Gooden Agency | Bedford | TX | 12/2009 | Present |
| Transamerica Financial Advisors, Inc | Plano | TX | 01/2012 | Present |
| First United Bank Mortgage | Grapevine | TX | 06/2014 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. FIRST UNITED BANK MORTGAGE; 06/01/2014; NOT INV RELATED; 1235 S. MAIN STREET, SUITE 100, GRAPEVINE, TX 76051; MORTGAGE LOAN CONSULTANT; RESIDENTIAL MORTGAGE LOAN ORIGINATION; 140 HRS/MO; 6 HRS TRADING; I AM RESPONSIBLE FOR ORIGINATING RESIDENTIAL MORTGAGE LOANS. AFLAC/NO/ARLINGTON,TX/12/2007/INDEPENDENT AGENT/SALES OF VARIOUS SPECIALTY INSURANCE POLICIES SUCH AS CANCER, ACCIDENT,HOSPITALIZATION, DISABILITY INCOME AND LIFE POLICIES THE PLUS GROUP/NO/DALLAS,TX/AGENT/DISABILITY INCOME INSURANCE/5/2002 GOODEN AGENCY/NO/1244 HARWOOD RD SUITE 210 BEDFORD, TX 76021 817.501.1700/INDEPENDENT AGENT/12/15/2009/MAJOR MEDICAL COVERAGE (BCBSTK, AETNA UNICARE)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-17 |
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