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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 | 2026-02-23 |
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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | South Jordan | UT | 05/2016 | 12/2024 |
| Wfgia | South Jordan | UT | 12/2014 | Present |
| High Calling, Inc. | Salt Lake City | UT | 04/2017 | 12/2023 |
| Kellogg Insurance Marketing | Draper | UT | 10/2019 | Present |
| Transamerica Financial Advisors | Fairfax | VA | 02/2026 | Present |
| High Calling Inc. | Fairfax | VA | 12/2023 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 1.) High Calling Financial Investment Related? NO Fairfax, VA Start date 10/2023 Owner Pass through entity 0 hour per month. 2.) Kellogg Insurance Marketing Investment Related? NO Medicare marking agency Agent Start date 10/2019 20 hours per month, all during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-08-11 |
| S65 | Uniform Investment Adviser Law Examination | 2016-03-31 |
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