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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-31 |
| TX | RA | APPROVED_RES | 2020-11-18 |
| NJ | RA | APPROVED | 2020-06-03 |
| OH | RA | APPROVED | 2018-03-21 |
Branch Locations
355 E. Campus View Blvd. Suite 218/Room A, Columbus, OH 43235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Columbus | OH | 10/2010 | Present |
| Totally Productive Group, Inc | Cape Coral | FL | 10/1998 | 03/2017 |
| Debtmerica, Llc | Santa Ana | CA | 09/2011 | 12/2022 |
| Transamerica Financial Advisors, Inc | Columbus | OH | 01/2012 | Present |
| Net Law Group Inc. | Louisville | KY | 06/2021 | Present |
| Registered Social Security Analysts | Cincinnati | OH | 11/2021 | Present |
| Medico Corp | Des Moines | IA | 12/2021 | Present |
| World System Builders (Wsb) | Alviso | CA | 09/2014 | Present |
Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). WSB: is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency, an insurance agency affiliate of Transamerica Financial Advisors, LLC. | Marketing | investment related | 2099 Gold Street, Alviso, CA 95002 MEDICO CORP|NOT INVESTMENT RELATED|PO BOX 10482. DES MOINES, IA 50306|LIFE AND HEALTH INSURANCE|AGENT|12/10/21|5 HRS A MONTH|1 HR SURING SECURITIES TRADING|PLAN TO REPRESENT THEIR MEDICARE SUPPLEMENT AND OTHER INSURANCE PRODUCTS. Registered Social Security Analysts / 1121-Present / Investment Related: No / 11800 Conrey Road, Suite 100 Cincinnati, OH 45249 / Registered SSA / Maximize Social Security / Work Monthly: 3 / Sec Trading Hrs: 0 / Help people figure out the most optimal social security claiming strategies based on their financial situation. Net Law Group Inc. /0621 -Present / Investment Related: No / 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243/ Agent / Estate Plan doc platform / Hrs. Work Monthly: 1. / Sec Trading Hrs: 0 / Refer clients for estate planning documentation preparation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-21 |
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