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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 | 2021-05-06 |
| NJ | RA | APPROVED | 2018-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Elmhurst | NY | 03/2004 | Present |
| Transamerica Financial Advisors, Inc | Elmhurst | NY | 01/2012 | Present |
| Amazing Home Care | Bronx | NY | 09/2016 | 10/2019 |
| Longevity Health Services, Llc | Flushing | NY | 05/2018 | 04/2025 |
| Public Partnership Home Care Llc | Latham | NY | 03/2025 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc PUBLIC PARTNERSHIP HOME CARE LLC POSITION: Personal Assistant NATURE: Fiscal Intermediary for NY CDPAP INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 2 START DATE: 03/28/2025 ADDRESS: 17 Plaza Drive, Latham NY 12110, United States DESCRIPTION: Take care of my mother, cooking her lunch/dinner, cleaning the house, do laundry, remind her to take medicine, help her buy groceries...
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-08 |
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