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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 | 2024-07-05 |
| DC | RA | APPROVED | 2022-07-13 |
| MD | RA | APPROVED | 2016-09-01 |
Branch Locations
14203 Park Center Drive Suite 304, Laurel, MD 20707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Laurel | MD | 01/2016 | Present |
| World Financial Group, Inc. | Laurel | MD | 10/2015 | Present |
| Amplify - Education Company | Enrollment Specialist | CA | 09/2020 | 02/2026 |
| (V) Wecare | Cherry Hill | NJ | 08/2020 | 08/2020 |
| Hlr Financial Solutions Inc | Frederick | MD | 06/2021 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). HLR Financial Solutions Inc / 0621-Present / 6922 Representation Lane Frederick, MD 21703 / President/ No service provided / Hrs. Work Monthly: 1 / Sec Trading Hrs: 1 / S Corp created on advice of CPA to help with documentation of expenses.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-11-27 |
| S65 | Uniform Investment Adviser Law Examination | 2016-09-01 |
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