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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-03-12 |
| FL | RA | APPROVED | 2024-02-01 |
| NC | RA | APPROVED | 2017-06-28 |
Branch Locations
6400 C St Sw, Cedar Rapids, IA 52499 • United States
Middleburg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | St. Petersburg | FL | 05/2016 | 03/2017 |
| Transamerica Financial Advisors, Inc. | Cedar Rapids | IA | 03/2017 | Present |
| Wfgia | Cedar Rapids | IA | 03/2017 | Present |
As an employee of Transamerica Financial Advisors, Inc., may perform home office functions for other business units.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-20 |
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