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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 | 2013-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Willoughby Hills | OH | 02/2012 | Present |
| Fiberseal Of Northern Ohio | Bedford Hts | OH | 09/2002 | 11/2017 |
| United Health Care | Cleveland | OH | 11/2011 | Present |
| World Financial Group, Inc | Willoughby Hills | OH | 05/2011 | Present |
| Mwr Consulting, Llc | Eastlake | OH | 07/2016 | Present |
| Netlaw | Louisville | KY | 01/2019 | Present |
| College Loan Freedom | Henderson | UT | 04/2017 | Present |
| Life Mastery Consulting | Euclid | OH | 05/2021 | Present |
| Pinnacle Financial Services | Warminster | PA | 01/2022 | Present |
| Champion Health | Scottsdale | AZ | 09/2023 | Present |
| Cornerstone Senior Marketing | Powell | OH | 12/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Pinnacle Financial Services /0122-Present/ Investment Related: No / A-101 Warminister, PA 18974 / General Agent / Insurance Sales / Hrs. Work Monthly: 80 / Sec Trading Hrs: 4 / See attached Life Mastery Consulting / 0521-Present / Investment Related: No / 1159 Plainfield Rd. South Euclid, OH 44121 / Coach / Life Coaching / Hrs Work Monthly: 40 / Sec Trading Hrs: 1 / Conducting calls and workshops with enrollees. Giving workshops to introduce potential new enrollees to evocative coaching and dream building MWR Consulting, LLC / 0716-Present / Investment Related: No / 2775 Bishop Road, Suite B, Willoughby Hills, OH 44092 / Owner / Medicare Insurance through AARP United Healthcare / Hrs Work Monthly: 29 / Sec Trading Hrs: 2 / As Needed ownership activities College Loan Freedom/0420-Present / Investment Related: No / 129 W Lake Mead Pkwy #19 Henderson, UT 89015 / Referrer / Restructure Stud Loans / Hrs Work Monthly: 10 / Sec Trading Hrs: 0 / If someone has overwhelming student debt I refer them to this company. United HealthCare/ 1111-Present/ Investment Related: No/ 1001 Lakeside Ave. E Cleveland, OH 44114 / Hrs Work Monthly: 60 / Sec Trading Hrs: 2 / Meeting with Medicare eligible clients to educate and access the best plan for them. MWR Consulting, LLC/No/35784 LAKELAND BLVD EASTLAKE OH 44095/Medicare insurance through AARP United Healthcare/Owner/07.11.2016/29/2/As needed ownership activities. NetLaw / 0119-Present / INVESTMENT RELATED: NO /12910 Shelbyville Rd. Suite 124 Louisville, KY 40243 /Referral Agent / Estate Law practice / hrs work monthly: 3/ Sec trading hrs: 0 / Introduce people to this company to complete a will, power of Attorney and other Estate planning documents on their own. CHAMPION HEALTH POSITION: independent sales rep NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2023 ADDRESS: 7272 E. Indian School Rd, #540, Scottsdale AZ 85251, United States DESCRIPTION: Introduce companies to overlapping preventative Health Insurance for employees. CORNERSTONE SENIOR MARKETING POSITION: Independent Contractor NATURE: Medicare Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/19/2025 ADDRESS: 9482 Wedgewood Blvd, Suite 13, Powell OH 43065, United States DESCRIPTION: Educating the Senior Market on Medicare and their options for Health insurance plans. Once they decide on a plan I help them sign up with their choosen Carrier. This particular Broker allows me access to CareSource My Care Ohio product for individuals that are Medicare and Medicaid elligible in the state of Ohio.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-05 |
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