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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-12 |
| OH | RA | APPROVED | 2018-04-16 |
Branch Locations
4357 Ferguson Dr Suite 180, Cincinnati, OH 45245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Cincinnati | OH | 01/2005 | Present |
| Anthem Health Insurance | Cincinnati | OH | 10/2011 | 04/2025 |
| Transamerica Financial Advisors | Cincinnati | OH | 01/2012 | Present |
| Debtmerica | Santa Ana | CA | 03/2017 | 03/2022 |
| National Association Of Registered Social Security Analysts, Ltd | Cincinnati | OH | 10/2021 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). National Association of Registered Social Security Analysts, Ltd. / 1021-Present / Investment Related: No / 4700 Ashwood Dr. #137, Cincinnati, OH 45241 / RSSA / educate on optimizing SS / Hrs. Work Monthly: 5 / Sec Trading Hrs: 1 / Educate people about the ir specific options for claiming Social Security on their own personal details.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-14 |
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