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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 | 2025-10-15 |
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
8850 Stanford Blvd Suite 2500, Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Bridgeport | MI | 04/2015 | Present |
| Wfgia | Bridgeport | MI | 05/2014 | Present |
| State Of Michigan | Lansing | MI | 10/2006 | 10/2018 |
| Liu Liu | Okemos | MI | 10/2015 | Present |
| Synergy Cpa Tax & Financial Services Llc | Okemos | MI | 02/2016 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc LIU LIU; 10/31/2015; NOT INV RELATED; 1575 MAIDEN LANE, OKEMOS, MI 48864; CPA; HELP LOCAL SMALL BUSINESSES AND INDIVIDUALS WITH THEIR TAX PREPARATION AND ACCOUNTING, REPORTING, AND CONSULTING; 10 HRS/MO; 0 TRADING; PREPARE TAX RETURN AND ACCOUTING RELATED REPORTING. Synergy CPA Tax & Financial Services LLC / 0216-Present / Investment Related: No /1575 Maiden Lane, Okemos, MI 48864 / President / Tax & Account Service / Hrs Work Monthly: 40 / Sec Trading Hrs: 1 / Tax preparation, Accounting services, accounting consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-27 |
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