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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-08-28 |
| VA | RA | APPROVED | 2014-04-03 |
| NJ | RA | APPROVED | 2012-10-02 |
Branch Locations
8850 Stanford Blvd Suite 2500, Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Columbia | MD | 07/2003 | Present |
| Transamerica Financial Advisors, Inc | Columbia | MD | 01/2012 | Present |
| American Go Association | New York | NY | 09/2016 | 06/2020 |
| Ugcf, Inc | Mclean | VA | 10/2016 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc USGF, Inc/No/2010 Corporate Ridge Suite 700/McLean/VA/22102/This company is a flow-through entity (aka a FTE by IRS) to pass-through personal tax/President/10.14.2016/1/0/None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-26 |
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