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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 | 2012-03-26 |
Branch Locations
3242 Preston Road Suite 100, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Plano | TX | 05/2011 | Present |
| Transamerica Financial Advisors | Plano | TX | 01/2012 | Present |
| Rental Property | Round Rock | TX | 10/2009 | Present |
| Bluecross Blueshield For Health Insurance | Katy | TX | 11/2016 | Present |
| Community Health Choice | Houston | TX | 01/2018 | Present |
| Legacy Shield | Katy | TX | 05/2021 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Legacy Shield / 0521-Present / Investment Related: No / Katy, TX 77494 / Referral Agent / Estate Planning / Hrs Work Monthly: 4 / Sec Trading Hrs: 1 / Referral who wants to have establish Estate Planning - Trust RENTAL PROPERTY; YES-INVESTMENT RELATED; 602 SPANISH OAK TERRACE, ROUND ROCK TX 78681; RESIDENTIAL RENTAL PROPERTY; OWNER; 10/2009; 4 HRS/MONTH; MAINTAIN THE RENTAL HOUSE AND COLLECT THE RENT. BLUECROSS BLUESHIELD FOR HEALTH INSURANCE/YES/25003 HAZEL RANCH DR, KATY, TX 77494/HEALTH INSURANCE/PRODUCER/11.01.2016/1/0/NONE DAILY ACTIVITY OCCASIONALLY WILL HAVE THE CLIENT ASKING FOR HEALTH INSURANCE NEEDS COMMUNITY HEALTH CHOICE/ 1.1.2018/ HEALTH INSURANCE AGENT/ NON INVESTMENT RELATED/ 2636 SOUTH LOOP WEST STE 900 HOUSTON TX 77054/ 0/ RUN INSURANCE QUOTE AND SUBMIT APPLICATION/ APPROVED WITH RESTRICTIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-08 |
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