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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-03-18 |
| NJ | RA | APPROVED | 2024-01-08 |
| MD | RA | APPROVED | 2013-07-09 |
| PA | RA | APPROVED | 2013-07-05 |
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 |
|---|---|---|---|---|
| World Financial Group | Columbia | MD | 04/2007 | Present |
| Transamerica Financial Advisors, Inc | Columbia | MD | 01/2012 | Present |
| Northstar Financial Education Group, Inc. | Columbia | MD | 01/2015 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." NORTHSTAR FINANCIAL EDUCATION GROUP, INC.; NOT INVESTMENT RELATED; 10320 LITTLE PATUXENT PARKWAY, SUIT 200, COLUMBIA, MD 21044; PASS THROUGH ACCOUNT/TAX PLANNING PURPOSES; PRESIDENT; 01/08/2015; 5 HOURS/MONTH; PASS THROUGH ACCOUNT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-02 |
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