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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-21 |
| TN | RA | APPROVED | 2017-08-09 |
Branch Locations
1500 Medical Center Parkway Ste 3A-3, Murfreesboro, TN 37129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Houston | TX | 07/2006 | Present |
| Transamerica Financial Advisors | Brentwood | TN | 01/2012 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-17 |
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