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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 | 2024-06-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Cincinnati | OH | 06/2024 | Present |
| Wfgia | Cincinnati | OH | 06/2024 | Present |
| Lpl Financial | Cincinnati | OH | 09/2012 | 06/2024 |
| Gerardi Wealth Management | Cincinnati | OH | 05/2015 | 06/2024 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-20 |
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