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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_RES | 2021-05-18 |
| NC | RA | APPROVED | 2019-09-09 |
| OH | RA | APPROVED | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Dayton | OH | 06/2001 | Present |
| Morris Financial | Dayton | OH | 11/2009 | 09/2017 |
| Transamerica Financial Advisors, Inc | Beavercreek | OH | 01/2012 | Present |
| Geoff & Associates Llc | Beavercreek | OH | 01/2017 | Present |
| Greene Valley Recreational Club | Beavercreek | OH | 10/2017 | 01/2018 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Geoff & Associates LLC/Not investment related/2433 Oakbrook Blvd Beavercreek OH 45434/1.1.2017/Tax purpose only/No title/No duties/Approved with restrictions/0 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-16 |
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