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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 | 2026-01-02 |
Branch Locations
1741 Ocoee Apopka Rd 1St Floor, Apopka, FL 32703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Orlando | FL | 10/2017 | 09/2022 |
| Transamerica Financial Advisors, Inc | Apopka | FL | 01/2023 | Present |
| Wfgia | Apopka | FL | 06/2016 | Present |
| Verizon | Lake Mary | FL | 09/2019 | Present |
| Yellow Pages | Tucker | GA | 02/2012 | 10/2016 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. VERIZON/Investment Related - No/899 Heathrow Park LN, Lake Mary, FL 32746/analyst/Accountant/09.2019/160/160/Accounting, reconciliations, journal entries.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-11 |
| S65 | Uniform Investment Adviser Law Examination | 2020-06-27 |
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