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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-05-20 |
| VA | RA | APPROVED | 2026-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Bellevue | NE | 09/2007 | 02/2021 |
| Wfgia | Cedar Rapids | IA | 05/2026 | Present |
| Transamerica Financial Advisors | Cedar Rapids | IA | 05/2026 | Present |
| Wells Fargo Clearing Services | Summit | NJ | 02/2021 | 03/2021 |
| Wells Fargo Clearing Services | Summit | NJ | 03/2021 | 10/2021 |
| Morgan Stanley | Ashburn | VA | 10/2021 | 10/2024 |
| Secretariat Advisors Inc. | Washington, Dc | DC | 10/2024 | 08/2025 |
| Unemployed | Ashburn | VA | 08/2025 | 12/2025 |
| Stout Risius Ross, Llc | Washington, Dc | DC | 12/2025 | 05/2026 |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-09 |
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