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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 | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parkland Health System | Dallas | TX | 10/1990 | 01/2026 |
| Mary Kay ,Inc. | Dallas | TX | 09/1994 | 11/2023 |
| World Financial Group, Ia. | Plano | TX | 06/2001 | Present |
| Transamerica Financial Advisors, Inc | Plano | TX | 01/2012 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-24 |
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