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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-12-08 |
| IL | RA | APPROVED | 2023-08-17 |
Branch Locations
6400 C St Sw, Cedar Rapids, IA 52499 • United States
Glenview, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Life Insurance Company | Aliso Viejo | CA | 09/2013 | 03/2017 |
| Pacific Select Distributors Inc | Newport Beach | CA | 10/2013 | 03/2017 |
| Valic Financial Adivsors, Inc | Roseville | CA | 06/2019 | 11/2019 |
| Unemployed | Fair Oaks | CA | 03/2017 | 05/2019 |
| Pruco Securities, Llc | Fair Oaks | CA | 12/2019 | 09/2021 |
| The Prudential Insurance Company Of America | Fair Oaks | CA | 12/2019 | 09/2021 |
| Prudential Annuities Distributors, Inc | Fair Oaks | CA | 03/2020 | 09/2021 |
| Transamerica Financial Advisors, Inc | Cedar Rapids | IA | 11/2021 | Present |
| Wfgia | Cedar Rapids | IA | 09/2021 | Present |
| Prudential | Newark | NJ | 12/2019 | 09/2021 |
| Aig Retirement Services | Roseville | CA | 07/2019 | 11/2019 |
| Ehealth | Gold River | CA | 08/2018 | 10/2018 |
| Unemployed | Fair Oaks | CA | 10/2018 | 06/2019 |
| Unemployed | Fair Oaks | CA | 03/2017 | 08/2018 |
| Pacific Life | Newport Beach | CA | 09/2013 | 03/2017 |
As an employee of Transamerica Financial Advisors, Inc., may perform home office functions for other business units
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-06-28 |
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