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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-15 |
Branch Locations
11350 Random Hills Rd Suite 800 Room 889, Fairfax, VA 22030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Vienna | VA | 05/2025 | 06/2026 |
| Pfs Investments Inc. | Vienna | VA | 12/2025 | 06/2026 |
| Nestle | Rosslyn | VA | 07/2024 | 04/2025 |
| Unemployed | Alexandria | VA | 11/2023 | 07/2024 |
| Wmata | Alexandria | VA | 01/2023 | 11/2023 |
| Prudential | Newark | NJ | 03/2021 | 01/2023 |
| Caithness Energy | New York | NY | 03/2020 | 01/2021 |
| Castleton Commodities | Stamford | CT | 09/2019 | 03/2020 |
| Bank Of Nova Scotia | New York | NY | 02/2017 | 09/2019 |
| Unemployed | White Plains | NY | 11/2016 | 02/2017 |
| Heraeus | New York | NY | 09/2016 | 11/2016 |
| Unemployed | White Plains | NY | 08/2016 | 09/2016 |
| Morgan Stanley | Purchase | NY | 02/2016 | 08/2016 |
| Transamerica Financial Advisors | Fairfax | VA | 06/2026 | Present |
| Wfgia | Fairfax | VA | 06/2026 | Present |
| Cataphract Capital | Alexandria | VA | 12/2025 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Cataphract Capital Investment Related? No 2351 Eisenhower Ave. | Alexandria, VA 22314 President Start date 12/2025 80 hours per month, 4 hours per day during trading. Cataphract Capital LLC activities include facilitating non-securities commercial financing transactions akin to residential mortgage brokerage lending.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-27 |
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