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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-01-02 |
Branch Locations
830 Morris Turnpike Suite 208, Short Hills, NJ 07078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Short Hills | NJ | 10/2023 | Present |
| World Financial Group, Inc. | Short Hills | NJ | 02/2020 | Present |
| Jersey City Board Of Education | Jersey City | NJ | 09/2004 | Present |
| Rental Property | Edison | NJ | 03/2020 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. JERSEY CITY BOARD OF EDUCATION/Investment Related - No/346 CLAREMONT AVE, JERSEY CITY, NEW JERSEY-07305/PUBLIC SCHOOL DISTRICT/TEACHER/09.2004/160/160/HIGH SCHOOL MATH TAECHER RENTAL PROPERTY/Investment Related - Yes/209 Westgate Drive, Edisoon, NJ-08820/Rental Property/Owner/03.2020/0/0/Landlord
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-27 |
| S65 | Uniform Investment Adviser Law Examination | 2023-12-29 |
| S66 | Uniform Combined State Law Examination | 2002-06-25 |
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