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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bloomberg Lp | New York | NY | 08/2016 | 12/2025 |
| Seq Technology Llc | New York | NY | 08/2014 | Present |
| Rental Property | Great Neck | NY | 07/2025 | Present |
| Transamerica Financial Advisors | Great Neck | NY | 04/2026 | Present |
| Wfgia | Great Neck | NY | 01/2025 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 1.) SEQ Technologies LLC Investment Related? No 1460 Broadway | New York, NY 10036 Technology staffing Director & Minority Owner Start date 8/2014 2 hours per month, 0 hours during trading. 2.) Rental Property Investment Related? No 171 Great Neck Road | Apt 1E | Great Neck, NY 10021 Landlord Start date 7/2025 2 hours per month, 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-25 |
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