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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Maumee | OH | 10/2017 | Present |
| Wfgia | Maumee | OH | 12/2016 | Present |
| University Of Toledo | Toledo | OH | 04/2014 | 04/2017 |
| Assistant To Advisor | Maumee | OH | 05/2017 | Present |
| United Parcel Service | Maumee | OH | 11/2017 | 08/2018 |
| Business Network International (Bni) | Maumee | OH | 10/2018 | 07/2020 |
| Blue Crew Alumni Association | Toledo | OH | 01/2020 | 11/2023 |
| Lions Club International | Swanton | OH | 07/2020 | 01/2022 |
| Friends Of Lucas County Child Service (Lccs) | Toledo | OH | 12/2019 | Present |
| Maumee Valley Power Lunch Toastmasters Club | Maumee | OH | 09/2021 | 03/2022 |
| A.M. Falk Enterprises | Maumee | OH | 01/2020 | Present |
| Netlaw | Louisville | KY | 05/2026 | Present |
"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." A.M. FALK ENTERPRISES|NOT INVESTMENT RELATED|3410 BRIARFIELD BLVD. SUITE A. MAUMEE, OH 43537|TAX PREPARATION|OWNER|01.02.2020|0 HR A MONTH|0 HR DURING SECURITIES TRADING|I DO NOT USE THIS LLC AS AN S-CORP FOR MY BUSINESS. I OPENED AT THE ADVICE OF MY CPA, BUT HAVE DONE NOTHING WITH IT UP TO THIS POINT. Friends of Lucas County Child Service (LCCS) / 1219-Present / Investment Related: No / 701 Adams St. Toledo, OH 43604 / Board Member / Board Member / Hrs. Work Monthly: 2 / Sec Trading Hrs.: 0 / Host events for children in foster care system during non-business hours. Assistant to Advisor - Tyson Moore /0517-present / INVESTMENT RELATED: Yes /3410 Briar field, Suite A Maumee, OH 43537 / Assistant / Assisting with client work, administrative work only / hrs work monthly: 40 / Sec trading hrs: 1 / Administrative work, calling back office to aid in process of client work NETLAW POSITION: N/A NATURE: Estate Planning Website INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2026 ADDRESS: 12910 Shelbyville Rd, Louisville KY 40243, United States DESCRIPTION: provide referral code for clients to purchase estate planning materials
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-02 |
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