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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Cincinnati | OH | 01/2014 | Present |
| World Financial Group, Ia. | Cincinnati | OH | 08/2012 | Present |
| Net Law Group Inc. | Louisville | KY | 04/2022 | Present |
| Wealthwave | Johns Creek | GA | 07/2016 | Present |
| Turo | San Francisco | CA | 12/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Wealthwave | marketing | investment related | co-brand company through WFGIA | Johns Creek, GA Net Law Group Inc. / 0422-Present / Investment Related: No / 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243/ Agent / Estate Planning Service / Hrs. Work Monthly: 0 / Sec Trading Hrs:0 / This will just be a compliment o services already offered through TFA; little time will be committed specifically on this OBA Turo 12/2023 - Present Investment Related: No San Francisco, CA Host
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-12 |
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