Richard Echevarria

Current Employers

Employment History

• 10/2016 → Present
  Transamerica Financial Advisors, Inc
  Cranford, NJ
• 10/2014 → Present
  Transamerica Agency Network
  Cranford, NJ
• 04/2015 → Present
  United Financial Services
  Baltimore, MD
• 08/2026 → Present
  Datum Standard
  Erie, PA

Other Businesses

TRANSAMERICA AGENCY NETWORK/Investment Related - Yes/14 comerce drive suite 300 Cranford NJ 07016/Manage an office/Insurance Agent/10.2014/250/160/Manage office. Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors UNITED FINANCIAL SERVICES, INC./YES/100 LIGHT STREET, BALTIMORE, MD, 21202 INSURANCE AND ANNUITY SALES/INSURANCE/04.01.2015/5/0/PROVIDING INSURANCE PRODUCTS TO CLIENTS. DATUM STANDARD POSITION: Founder and Managing Member NATURE: Intellectual Property Development and Ownership INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2026 ADDRESS: 502 W 7th St, STE 100, Erie PA 16502, United States DESCRIPTION: My activities are limited to developing, organizing, documenting, protecting and managing my original intellectual property. The intellectual property consists of my own writings, observations, philosophies, frameworks and materials developed from my professional experience in the insurance industry, including subjects such as leadership, agency management, recruiting, professional development, training methodologies and business processes. Digital assets consist of electronic manuscripts, notes, outlines, diagrams, frameworks, graphics, website content and similar files containing or supporting my original work. I may ultimately organize certain material for publication as a book or make written material available on a website. The LLC does not currently provide courses, consulting, coaching, compensated training or other commercial services. It does not provide investment advice, securities recommendations, investment management, securities transactions or insurance sales, and it does not use TFA customer information, TFA systems or TFA branding. My activities are expected to require approximately 10 hours per month, principally evenings and weekends, and will not interfere with my responsibilities to TFA or its customers.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-01-18

Designations