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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-02 |
| NJ | RA | APPROVED | 2026-01-02 |
Branch Locations
One Trans Am Plaza, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Oakbrook Terrace | IL | 05/2002 | Present |
| Trans America Insurance Long Term Care | San Francisco | CA | 08/2001 | 06/2018 |
| Fortis Health | Milwaukee | WI | 09/2002 | 04/2017 |
| John Hancock Long Term Care | Milwaukee | WI | 09/2001 | Present |
| Wellington Group Of Illinois Llc | Chicago | IL | 01/2000 | Present |
| General Electric Long Term Care | Los Angeles | CA | 01/2001 | Present |
| Blue Cross Blue Shield Of Illinois | Chicago | IL | 01/2000 | Present |
| Humana, Inc. | Westchester | IL | 07/2001 | 06/2018 |
| Columbia College | Chicago | IL | 11/2009 | 01/2020 |
| Transamerica Financial Advisors, Inc | Oakbrook Terrace | IL | 01/2012 | Present |
| Travel Guard International | Stevens Point | WI | 06/2012 | 04/2017 |
| Medico Insurance Company | Omaha | NE | 02/2013 | 04/2017 |
| Testeachers, Llc | Scottsdale | AZ | 06/2015 | 04/2017 |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc JOHN HANCOCK LONG TERM CARE NOT INVESTMENT RELATED SAN FRANCISCO, CA 2HRS/MONTH TITLE; AGENT. GENERAL ELECTRIC LONG TERM CARE NOT INVESTMENT RELATED LOS ANGELES, CA 2HRS/MONTH TITLE:AGENT. BLUE CROSS BLUE SHIELD OF ILLINOIS, CHICAGO, IL NOT INVESTMENT RELATED 2HRS/MONTH TITLE: AGENT. WELLINGTON GROUP OF ILLINOIS LLC, CHICAGO, IL NOT INVESTMENT RELATED OWNER 2HRS/MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-10 |
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