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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 | 2023-12-01 |
| CA | RA | APPROVED | 2016-06-06 |
| WA | RA | APPROVED | 2016-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Fremont | CA | 06/2016 | Present |
| Wfgia | Fremont | CA | 04/2016 | Present |
| Boeing Company | Renton | WA | 08/2008 | 09/2016 |
| The Heartland Institute Of Financial | Greenwood Village | CO | 10/2018 | 10/2021 |
| American Association Of University Women (Aauw) - Fremont Branch | Fremont | CA | 07/2025 | 07/2025 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WSB- co-brand utilized by WFG agents (not a WFG company)- not an employee or an officer/director, no compensation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-02 |
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