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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
| MD | RA | APPROVED | 2025-01-02 |
| NJ | RA | APPROVED | 2025-01-02 |
| NC | RA | APPROVED | 2024-07-03 |
Branch Locations
2001 Palm Beach Lakes Blvd. Suite 414, West Palm Beach, FL 33409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | West Palm Beach | FL | 03/2016 | Present |
| World Financial Group, Inc. | West Palm Beach | FL | 09/2011 | Present |
| Aligned Benefits Group, Inc. | Marlboro | MD | 10/2016 | Present |
| Hambleton Estates Civic Association, Inc | Riva | MD | 08/2020 | 09/2021 |
| National Association Of Registered Social Security Analysts Ltd | Melville | NY | 10/2021 | Present |
| Legacy Shield | Pointe Vedra Beach | FL | 01/2023 | Present |
| The King's Adademy | West Palm Beach | FL | 01/2023 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. NATIONAL ASSOCIATION OF REGISTERED SOCIAL SECURITY ANALYSTS LTD | NOT INVESTMENT RELATED | 68 SOUTH SERVICE RD STE 100 MELVILLE NY 11747 | RSSA | SSA CERT ANALYSIS | START DATE:10/15/2021 | PROVIDE SOCIAL SECURITY ANALYSIS TO CLIENTS Aligned Benefits Group, Inc./No/14117 Jones Bridge Road, Upper Marlboro, MD, 20774/Health care insurance for individuals and businesses/Consultant/Agent/10.17.2016/2/0/None. Adding resources to our business. Hambleton Estates Civic Association, Inc / 0820-Present / Investment Related: No /Riva, MD 21140 / President / Community Property Mgt. / Hrs Work Monthly: 2 / Sec Trading Hrs: 0 / President shall preside at all meetings of the Board of Dir and shall have general and active management of all the business of the Association. President shall supervise and direct the Officers of Assoc., and shall see that their duties are performed. LEGACY SHIELD POSITION: associate NATURE: Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/26/2023 ADDRESS: 830 A1A North suite 13-139, Pointe Vedra Beach FL 32082, United States DESCRIPTION: I would like to offer their estate plan packages to include the Trusts. THE KING'S ADADEMY POSITION: Host Family NATURE: Private Christian School INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2023 ADDRESS: 8401 Belvedere Rd, West Palm Beach FL 33411, United States DESCRIPTION: We would like to host an international student at our home that attends The King's Academy. We will be responsible for caring for the 7th through 12th grade student and provide them a home in the U.S. while they attend The King's Academy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-17 |
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