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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-05 |
| VA | RA | APPROVED | 2014-09-24 |
Branch Locations
3141 Fairview Park Dr Ste 460, Falls Church, VA 22042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Falls Church | VA | 09/2014 | Present |
| Mary Kay, Inc | Addison | TX | 08/2014 | 10/2016 |
| Transamerica Agency Network | Falls Church | VA | 08/2014 | Present |
| United Financial Services Inc | Baltimore | MD | 08/2014 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. TAN | Investment related | Falls Church, Virginia | Insurance Agent | as of 08/2014 UNITED FINANCIAL SERVICES INC POSITION: Insurance Rep NATURE: They handle commissions from 3rd party vendors that are approved by Transamerica INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2014 ADDRESS: 2 E Chase St, Baltimore MD 21202, United States DESCRIPTION: The company handles commissions for any sales I generate with approved vendors for annuities, disability and long-term care insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-18 |
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