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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-01-23 |
Branch Locations
25 Braintree Hill Office Park Suite 204-A, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Chelmsford | MA | 08/2004 | 12/2019 |
| Transamerica Financial Advisors, Inc | Braintree | MA | 10/2022 | Present |
| World Financial Group, Inc. | Braintree | MA | 01/2020 | Present |
| Kiddosland Child Development Center | Braintree | MA | 02/2022 | Present |
| Child Development Health Amp; Nutrition | Lakeville | MA | 06/2019 | 05/2022 |
| Baby Sprouts | Braintree | MA | 01/2010 | 06/2019 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. KIDDOSLAND CHILD DEVELOPMENT CENTER/Investment Related - No/725 Granite Street, Braintree MA 02184, 781-971-5178/Child Care Business/Site Coordinator/02.2022/50/20/Order Supplies, Payroll,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-13 |
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