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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 | 2021-04-28 |
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 | Alexandria | VA | 05/2020 | Present |
| Wfgia | Alexandria | VA | 06/2019 | Present |
| Foundation For Excellence In Education | Tallahassee | FL | 03/2016 | 08/2018 |
| Unemployed | Fairfax Station | VA | 08/2018 | 06/2019 |
| Asa Research | Bethesda | MD | 07/2020 | Present |
| Rental Property | Alexandria | VA | 06/2008 | Present |
| The New Teacher Project, Inc., Dba Tntp | New York | NY | 02/2021 | 09/2025 |
| South County Little League | Lorton | VA | 11/2019 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. South County Little League / 1119-Present / Investment Related: No / 9519 Richmond Hwy. Lorton, VA 22079 / Softball Commissioner / Volunteer Board Member / Hrs. Work Monthly: 30 / Sec Trading Hrs: 0 / Form softball teams, schedule softball games, and recruit volunteer coaches for the spring and fall seasons. RENTAL PROPERTY| 06/16/2008 | OWNER OF RENTAL PROPERTIES | INVESTEMENT RELATED | 1 HOUR/MO AND 0 DURING TRADING | 281 S PICKETT STREET, UNIT 102, ALEXANDRIA, VA 22304| PAY MORTGAGE AND MAKE REPAIRS AS NEEDED. Co name: ASA RESEARCH/ emp dates: 0720 TO PRESENT/ INVESTMENT RELATED: NO /address: 4800 HAMPDEN LANE SUITE 200 BETHESDA, MD 20814/ position: RESEARCH ANALYST/ nature of business: EDUCATION RESEARCH/hrs work monthly: 80/Sec trading hrs: 2/ duties: CONDUCT AND ANALYZE DATASETS OF COLLEGES AND UNIVERSITIES OBA Amendment Update: ASA RESEARCH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-01 |
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