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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Lexington | KY | 09/2010 | Present |
| Transamerica Financial Advisors, Inc | Lexington | KY | 01/2012 | Present |
| Floyd County Board Of Education | Prestonsburg | KY | 02/2012 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. FLOYD COUNTY BOARD OF EDUCATION; 02/01/2012; NOT RELATED; 106 NORTH FRONT AVE, PRESTONSBURG, KY 41666; HEAD ASST. BASEBALL COACH; PUBLIC SCHOOL SYSTEM THAT INSTRUCTS CHILDREN GRADES K-12; 40 HRS/MO, 0 TRADING; INSTRUCTION OF PLAYERS DURING PRACTICE AND GAMES. WORLD FINANCIAL GROUP, INC. ; 09/2010; NON-INVESTMENT RELATED; LEXINGTON, KY; FIXED INSURANCE; FIXED INSURANCE AGENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-26 |
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