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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-26 |
| NJ | RA | APPROVED | 2012-01-06 |
Branch Locations
801 International Parkway Suite 500-Cl, Lake Mary, FL 32746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Lake Mary | FL | 06/2001 | Present |
| Transamerica Financial Advisors, Inc | Lake Mary | FL | 01/2012 | Present |
| Heartland Institute Of Financial Education | Aurora | CO | 08/2013 | Present |
| New Ceos Inc | Maitland | FL | 02/2021 | Present |
| Elite & Ceos Inc | Whitehouse Station | NJ | 10/2023 | 01/2026 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. NEW CEOS INC POSITION: President NATURE: Pass through INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2021 ADDRESS: 322 E Central Blvd, Unit 302, Orlando FL 32801, United States DESCRIPTION: Pass through for WFG/TFA business. Heartland Institute of Financial Education | not investment related | Aurora Colorado | 8/2013 | consultant
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-14 |
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