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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-06-24 |
Branch Locations
1106 Clayton Ln Suite 225E, Austin, TX 78723 • United States
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 |
|---|---|---|---|---|
| Self/Author | Lago Vista | TX | 08/2013 | Present |
| Transamerica Financial Advisors, Inc. | Austin | TX | 05/2016 | Present |
| World Financial Group | Austin | TX | 04/2016 | Present |
| I'm An Author Of Several Aerospace Books | Leander | TX | 10/2011 | Present |
| Manned Spaceflight Operations Association | Houston | TX | 08/2017 | 02/2023 |
| National Space Society Ad Astra Magazine | Washington | DC | 11/2020 | Present |
| Leander Learning Center | Leander | TX | 11/2023 | Present |
Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. 11/2023PRESENTLeander Learning CenterLeanderTexasUnited StatesNotutor 11/2020PRESENTNATIONAL SPACE SOCIETY AD ASTRA MAGAZINEWASHINGTONDistrict of ColumbiaUnited StatesNoAUTHOR 10/2011PRESENTI'm an author of several aerospace booksLeanderTexasUnited StatesNoAuthor 08/201702/2023Manned Spaceflight Operations AssociationHoustonTexasUnited StatesNoDirector
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-23 |
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