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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-09-11 |
| NJ | RA | APPROVED | 2022-09-21 |
| TX | RA | APPROVED | 2021-07-20 |
| IL | RA | APPROVED | 2021-07-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Chicago | IL | 10/2020 | Present |
| World Financial Group, Inc. | Chicago | IL | 10/2018 | Present |
| Select Rehabilitation | Glenview | IL | 02/2016 | Present |
| Evolve Healthcare Llc | Chicago | IL | 06/2018 | 08/2023 |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). SELECT REHABILITATION/Investment Related - No/2600 Compass Rd., Glenview, IL60026/Provides therapy staffing to skilled nursing facilities and outpatient clinics./Physical Therapist/02.2016/80/0/Evaluates and provides physical therapy treatments and services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-03 |
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