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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-03 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Bridgeport | MI | 07/2003 | Present |
| General Motors | Warren | MI | 06/2010 | 03/2024 |
| Transamerica Financial Advisors, Inc | Bridgeport | MI | 01/2012 | Present |
| Acupressure Massage And Reflexology | Dearborn | MI | 03/2012 | Present |
| Word And Brown | Orange | CA | 01/2009 | Present |
| V2Soft Inc | Bloomfield Hills | MI | 09/2024 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc WORD AND BROWN,721 SOUTH PARKER SUITE 300, ORANGE CA 92868, INVESTMENT RELATED NO, START DATE 01/01/2009, AGENT, 4HRS PER MONTH Acupressure Massage and Reflexology/no/18900 Michigan Avenue Dearborn, MI 48126/3134412753/OWNER - 3/15/2012-acupressure massage service V2SOFT INC POSITION: quality engineer NATURE: automotive manufacturing INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 09/25/2024 ADDRESS: 300 Enterprise Ct, Bloomfield Hills MI 48302, United States DESCRIPTION: 8 hours (Monday-Friday)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-17 |
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