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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 | 2012-09-25 |
Branch Locations
6490 Centerville Business Parkway, Dayton, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Dayton | OH | 01/2004 | Present |
| Carrabba'S Italin Grill | Centerville | OH | 04/2005 | 12/2018 |
| United Health Care | Dayton | OH | 12/2006 | Present |
| Transamerica Financial Advisors, Inc | Dayton | OH | 01/2012 | Present |
| Debtmerica Relief | Santa Ana | CA | 01/2012 | 04/2022 |
| Awesome Benefit Advisors | Sandy | UT | 05/2016 | 11/2017 |
| Transamerica Employee Benefits | Cedar Rapids | IA | 01/2019 | Present |
| H7 | Centerville | OH | 07/2021 | Present |
| Martens Properties Partnership Llc | Kettering | OH | 04/2022 | Present |
| Diabetes Dayton | Dayton | OH | 10/2009 | Present |
| Prevent Blindness | Dayton | OH | 08/2010 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. H7 / 0721-Present / Investment Related: No / 7625 Paragon Rd. Centerville, OH 45459 / No Title-Member Only /Hrs. Work Monthly: 4 / Sec Trading Hrs: 0/ 1 time a week we meet for 1 hour to network TRANSAMERICA EMPLOYEE BENEFITS/NO/4333 EDGEWOOD RD NE, CEDAR RAPIDS, IA 52499/GROUP EMPLOYEE BENEFITS/INDEPENDENT CONTRACTOR/01/27/2019/2/1/SELL GROUP EMPLOYEE BENEFITS TO COMPANIES, LIFE, HEALTH PRODUCTS GROUP ONLY UNITED HEALTH CARE/no/Dayton, OH/Agent-12/2006/Sell Health Insurance/Group plans Sales5/2/approved with restrictions Martens Properties Partnership LLC/no/5297 Oakbrook Dr Kettering OH 45440 / Partnership Owner - Real Estate Rental 4/15/2022 / 0/0 / Provide a building and land for a business. I have NO daily activities or responsibilities/Approved with Restrictions DIABETES DAYTON POSITION: FINANCIAL NATURE: BOARD MEMBER INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2009 ADDRESS: 2555 S DIXIE DR SUITE 112, DAYTON OH 45409, United States DESCRIPTION: I LOOK AT THE EXPENSES AND INCOME OF THE ORGANIZATION EACH MONTH. I DO NOT CONTROL ANY OF THESE ITEMS. REVIEW THE INCOME AND EXPENSES WITH THE BOARD MEMBERS BUT HAVE NO CONTROL OVER THEM. PREVENT BLINDNESS POSITION: BOARD MEMBER NATURE: BOARD MEMBER INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2010 ADDRESS: 313 S JEFFERSON ST, DAYTON OH 45402, United States DESCRIPTION: I ATTEND A QUARTLERY MEETING. I HELP SUPPORT PBO BY A YEARLY DONATION AND HELPING TO PROMOTE AWARENESS IN THE COMMUNITY.
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