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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 | 2017-03-21 |
Branch Locations
550 Post Oak Blvd Suite 390, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advance Technical Resources | Austin | TX | 07/2004 | Present |
| Transamerica Financial Advisors, Llc | Houston | TX | 06/2015 | Present |
| Wfgia | Houston | TX | 06/2001 | Present |
| Blue Cross And Blue Shield Of Texas | Richardson | TX | 11/2014 | Present |
| Health Insurance | Round Rock | TX | 02/2014 | Present |
| Lspn Pro, Llc | Lindon | UT | 06/2021 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. LSPN Pro, LLC / 0621-Present / Investment Related: No /100 N. State Street, Ste B, Lindon, UT 84042 / Independent Rep / Estate Planning Services / Hrs. Work Monthly: 5 / Sec Trading Hrs.: 1 / Client communications, Marketing, and referring potential clients Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. BLUE CROSS AND BLUE SHIELD OF TEXAS/INVESTMENT RELATED-NO/1001 E. LOOKOUT DRIVE, RICHARDSON, TX 75082/11-1-2014/80/4/ENROLL CLIENTS IN HEALTH PLANS DURING ENROLLMENT PERIOD. HEALTH INSURANCE/NO/3726 GEESE ROUTE, ROUND ROCK, TX 78665/HEALTH INSURANCE, MEDICARE INSURANCE, DENTAL INSURANCE/AGENT/02.26.2014/80/2/EDUCATE CLIENTS ABOUT HEALTH INSURANCE AND ENROLL CLIENT IN HEALTH, DENTAL, MEDICARE INSURANCE PLANS. ADVANCE TECHNICAL RESOURCES/no/Austin, TX/build computers/7/2004
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-16 |
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