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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-08-02 |
Branch Locations
630 Davis Drive Suite 128, Morrisville, NC 27560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Morrisville | NC | 03/2015 | Present |
| World Financial Group, Inc. | Morrisville | NC | 11/2014 | Present |
| Datalenty Inc. | Apex | NC | 05/2014 | Present |
| Hcc Medical Insurance Service | Indianapolis | IN | 07/2017 | Present |
| International Medical Group | Indianapolis | IN | 11/2017 | Present |
| Lyft | Apex | NC | 04/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. DATALENTY INC./INVESTMENT RELATED - NO/1814 GRANDE MAISON DR, APEX NC 27502 #10;9193869388/IT CONSULTING/PRESIDENT/04.2014/200/130/PROVIDE IT CONSULTING TO CUSTOMER AND MANAGE DAY TO DAY OPERATION#10;#10; HCC Medical Insurance Services / Investment Related: No / 251 N Illinois Street Suite 600, Indianapolis, IN 46204 / Producer - When prospects approaches for help on international traveler medical coverage needs, provides the solution to them. International Medical Group/ Non Investment Related/ Independent Producer/ 2960 North Meridian St Indianapolis IN 46208/ 1HRS/MTH/ Sell International medical ins to those travel to USA/ TFA approved with Restrictions LYFT POSITION: Driver NATURE: Transportation INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 1814 grande Maison Dr., Apex NC 27502, United States DESCRIPTION: using Lyft app to match with a passenger in need of transportation service and render the service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-24 |
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