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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-12-11 |
| GA | RA | APPROVED | 2012-01-06 |
Branch Locations
6400 C St Sw, Cedar Rapids, IA 52499 • United States
Woodstock, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target | Alpharetta | GA | 10/1995 | 12/2016 |
| Wfgia | Cedar Rapids | IA | 10/2006 | Present |
| Transamerica Financial Advisors, Inc | Cedar Rapids | IA | 01/2012 | Present |
| Target | Alpharetta | GA | 01/2022 | Present |
As employee of Transamerica Financial Advisors, may perform home office functions for other business units Target / 0122-Present / Investment Related: No /Alpharetta, GA 30022 / Associates / Retail / Hrs. Work Monthly: 40 / Sec Trading Hrs: 0 / Retail associates
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-28 |
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