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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-08 |
| DC | RA | APPROVED | 2023-07-11 |
| GA | RA | APPROVED | 2023-07-11 |
| MD | RA | APPROVED | 2023-06-30 |
| VA | RA | APPROVED | 2023-06-30 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Fairfax | VA | 08/2021 | 07/2023 |
| World Financial Group, Inc. | Fairfax | VA | 06/2021 | Present |
| Geico | Chevy Chase | MD | 05/2014 | 08/2023 |
| Transamerica Employer Benefits | Cedar Rapids | IA | 06/2022 | 07/2023 |
| Innovation Partners Llc | Charlotte | NC | 06/2023 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 06/2023 | Present |
| Tential | Silver Springs | MD | 11/2023 | 02/2024 |
1) Sales of insurance and non-insurance products, part-time or full-time.___ 2) Progressive. 05/2024. IT Manager. Upper Marlboro, MD. https://www.progressive.com/. 40hrs per week.___
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-03 |
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