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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 | 2022-01-21 |
Branch Locations
30-50 Whitestone Expwy Suite 105-D, Flushing, NY 11354 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Flushing | NY | 01/2022 | Present |
| Wfgia | Flushing | NY | 10/2012 | Present |
| Tower Research Capital | New York | NY | 09/2013 | 01/2022 |
| Uber Technologies | New York | NY | 12/2021 | 04/2025 |
| Img Global | Indianapolis | IN | 03/2018 | Present |
| Heartland Institute Of Financial Education | Greenwood Village | CO | 04/2014 | Present |
| Datadog | New York | NY | 07/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. IMG GLOBAL/Investment Related - No/2960 North Meridian Street, Indianapolis, IN 46208/Sell Travel Insurance/Independent Agent/03.2018/1/0/Sell travel insurance HEARTLAND INSTITUTE OF FINANCIAL EDUCATION/Investment Related - No/8301 East Prentice Avenue, Suite 312, Greenwood Village, CO 80111 /Provide college planning/college consultant/03.2014/1/0/College Planning Consultant DATADOG POSITION: Senior Software Engineer NATURE: Engineer INVESTMENT RELATED: No NUMBER OF HOURS: 320 SECURITIES TRADING HOURS: 8 START DATE: 07/28/2025 ADDRESS: 620 8th Ave, New York NY 10018, United States DESCRIPTION: Software development
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-29 |
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