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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 | 2021-03-08 |
| IL | RA | APPROVED | 2016-10-20 |
| TX | RA | APPROVED | 2016-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Plano | TX | 02/2016 | Present |
| Wfgia | Plano | TX | 10/2013 | Present |
| Mu Sigma Inc | Northbrook | IL | 06/2016 | 01/2018 |
| Lspn Pro, Llc | Lindon | UT | 07/2021 | 05/2025 |
| The Odisha Society Of America | Cedar Park | TX | 10/2021 | 05/2025 |
| Wabtec Corporation | Pittsburgh | PA | 04/2023 | 06/2025 |
| Richwoods Homeonwers Association, Frisco, Tx | Frisco | TX | 02/2026 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc RICHWOODS HOMEONWERS ASSOCIATION, FRISCO, TX POSITION: Team Member/Volunteer NATURE: Howonwers association INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2026 ADDRESS: 6365 Francis Ln, Frisco TX 75035, United States DESCRIPTION: Understand the howonwer association's yearly budget, monitor cost such as landscpaing, maintenance et and identify opportunity to reduce cost.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-02 |
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