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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-06-15 |
| TX | RA | APPROVED | 2017-07-24 |
Branch Locations
1106 Clayton Ln Suite 285W, Austin, TX 78723 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Austin | TX | 03/2015 | Present |
| Wfgia | Austin | TX | 07/2010 | Present |
| As Ponce Ventures Llc | Round Rock | TX | 02/2010 | Present |
| National Association Of Registered Social Security Analysts | Melville | NY | 10/2021 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc NATIONAL ASSOCIATION OF REGISTERED SOCIAL SECURITY ANALYSTS | NOT INVESTMENT RELATED | 68 SOUTH SERVICE RD STE 100 MELVILLE, NY 11747 | REGISTERED SOCIALSECURITY ANALYST | START DATE: 10/20/2021 | 20HR/MO-1HR DURING TRADING | GATHER CLIENT INFORMATION, INPUT ON THE SS SOFTWARE AND ANALYZE RESULTS/ILLUSTRATIONS AS PONCE VENTURES LLC/INVESTMENT RELATED - NO/2818 FOUNTAIN GROVE CV#10;ROUND ROCK, TX 78665#10;(512)657-7432/SINGLE RENTAL HOME/OWNER/02.2010/0/0/OWNER - RENTAL IS MANAGED BY A PROPERTY MANAGEMENT COMPANY#10;#10;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-01 |
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