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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Buffalo Grove | IL | 02/2011 | Present |
| Navistar, Inc. | Warrenville | IL | 06/2006 | Present |
| Transamerica Financial Advisors, Inc | Buffalo Grove | IL | 01/2012 | Present |
| Blue Cross Blue Shield Of Illinois | Downers Grove | IL | 06/2012 | Present |
| Traton R&D Us, Llc | Lisle | IL | 06/2006 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc NAVISTAR INC, 2601 NAVISTART DRIVE LISLE IL 60532, START DATE 06-2006, NOT INVESTMENT RELATED, SR PROJET ENGINEER,160 HRS/MNTH ALL DURING TRADING HRS BLUE CROSS BLUE SHIELD OF ILLINOIS, 1020 WEST 31ST STREET DOWNERS GROVE IL 60515, START DAE 06-2012, NOT INVESTMET RELATED, HEALTH INSURANCE PRODUCER, 10 HRS/MONTH 1 DURING TRADING HRS TRATON R&D US, LLC POSITION: TECHNICAL SPECIALIST NATURE: Heavy-duty trucks OEM INVESTMENT RELATED: No NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 8 START DATE: 06/19/2006 ADDRESS: 2701 INTERNATIONAL DRIVE, LISLE IL 60532, United States DESCRIPTION: R&D and advanced engineering for the powertrain of heavy-duty trucks, including both conventional diesel and battery electric vehicles.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-07 |
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