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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| NC | RA | APPROVED | 2017-11-21 |
| NJ | RA | APPROVED | 2016-03-21 |
| TX | RA | APPROVED_RES | 2016-03-17 |
Branch Locations
9801 Washingtonian Blvd Suite 700, Gaithersburg, MD 20878 • 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 |
|---|---|---|---|---|
| Insurance Marketing Center | Rockville | MD | 06/2003 | Present |
| Wfg | Rockville | MD | 08/2001 | Present |
| Financial Training Inc. (Fti) | Rockville | MD | 07/2011 | Present |
| Transamerica Financial Advisors, Inc | Rockville | MD | 01/2012 | Present |
| Chinese Friendship Affairs Association, Inc. | Gaithersburg | MD | 03/2018 | 07/2021 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Insurance Marketing Center / 0303-present / INVESTMENT RELATED: No / 1101 Wootton Pkwy # 820, Rockville, MD 20852 /Agent /Health Insurance / hrs work monthly: 5% / Sec trading hrs: 5% / Agent FINANCIAL TRAINING INC. (FTI) / 0711-Present/ INVESTMENT RELATED: No / 2275 Research Blvd. Suite 500 Rockville, MD 20850 / President -Owner / Pass through company for accounting purposes - tax paying purposes /hrs work monthly: 0 / Sec trading hrs: 0/ Separate mu personal expenses from WFG - business expenses
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-19 |
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