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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-20 |
| IA | RA | APPROVED | 2024-09-03 |
| CA | RA | APPROVED | 2024-08-27 |
Branch Locations
Two Liberty Place 50 South 16Th Street, Philadelphia, PA 19102 • United States
6400 C St Sw, Cedar Rapids, IA 52499 • United States
San Jose, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | New York | NY | 01/2014 | 01/2017 |
| Foresters Advisory Services, Llc | New York | NY | 01/2014 | 10/2019 |
| Foresters Financial Services | New York | NY | 01/2017 | 12/2018 |
| Foresters Financial Services | New York | NY | 12/2018 | 10/2019 |
| Unemployed | New York | NY | 10/2019 | 03/2020 |
| Transamerica Financial Advisors, Inc | Cedar Rapids | IA | 08/2024 | Present |
| Wfgia | Cedar Rapids | IA | 08/2024 | Present |
| M Financial | Portland | OR | 03/2020 | 08/2024 |
| Foresters Financial | New York | NY | 06/2003 | 10/2019 |
As an employee of Transamerica Financial Advisors, Inc., employees may perform home office functions for other business units.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-08 |
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