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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-03-03 |
Branch Locations
111 Great Neck Rd Suite 201E1, Great Neck, NY 11021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Flushing | NY | 04/2002 | Present |
| Transamerica Financial Advisors, Inc | Flushing | NY | 01/2012 | Present |
| Elite Eagle Inc. | Flushing | NY | 12/2012 | Present |
| Finger Lakes Llc | Horseheads | NJ | 08/2020 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. ELITE EAGLE INC.,3436 UNION STREET STE 202,FLUSHING NY 11354, NON INVESTMENT RELATED, START DATE 12/18/2012,PRESIDENT,160HRS PER MONTH FINGER LAKES LLC / INVESTMENT RELATED: NO / 2671 CORNING ROAD, HORSEHEADS NY 14845 / HOURS PER MONTH: 3 / HOURS DURING SECURITIES TRADING HOURS: O / HOTEL PARTNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-11 |
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