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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 | 2012-01-06 |
Branch Locations
200 Centennial Avenue Suite 108-L, Piscataway, NJ 08854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Piscataway | NJ | 11/2004 | Present |
| Fidelity Service Llc | Jersey City | NJ | 06/2011 | 12/2016 |
| Transamerica Financial Advisors | Piscataway | NJ | 01/2012 | Present |
| Century 200 Group, Llc | Piscataway | NJ | 01/2013 | 09/2022 |
| Union Synergy | Westfield | NJ | 07/2013 | Present |
| Lspn Pro, Llc | Lindon | UT | 06/2022 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). LSPN Pro, LLC / 0622-Present / Investment Related: No /100 N. State Street, Ste B, Lindon, UT 84042 / Independent Rep / Estate Planning Services / Hrs. Work Monthly: 5 / Sec Trading Hrs.: 1 / Client communications, Marketing, and referring potential clients. UNION SYNERGY; NOT INVESTMENT-RELATED; 905 UNION ST, WESTFIELD, NJ 07090; PASS THROUGH THE INCOME; OWNER, ADMINISTRATOR; 07/16/2013; 4 HRS/MONTH; ADMIN
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-27 |
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