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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 | 2024-01-16 |
| VA | RA | APPROVED | 2019-05-01 |
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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Columbia | MD | 11/2018 | Present |
| World Financial Group, Inc. | Columbia | MD | 03/2018 | Present |
| Grant Thornton, Llp | Arlington | VA | 06/2015 | 11/2018 |
| Ymmd Tax And Wealth Planning, Llc | Falls Church | VA | 11/2018 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. YMMD TAX AND WEALTH PLANNING, LLC/Investment Related - No/7706 Marshall Heights Ct, Falls Church, VA 22043/Accounting and tax services/Founder and Managing Member/11.2018/200/160/I will be solely responsible for all operations in this OBA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-01-26 |
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