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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-06
NC RA APPROVED 2022-07-01
NJ RA APPROVED 2022-05-10
MD RA APPROVED 2022-03-24
VA RA APPROVED 2022-03-24
  • TX RA
    APPROVED
    Since 2025-02-06
  • NC RA
    APPROVED
    Since 2022-07-01
  • NJ RA
    APPROVED
    Since 2022-05-10
  • MD RA
    APPROVED
    Since 2022-03-24
  • VA RA
    APPROVED
    Since 2022-03-24

Branch Locations

9801 Washingtonian Blvd Suite 700, Gaithersburg, MD 20878 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors, Inc Gaithersburg MD 12/2020 Present
World Financial Group, Inc. Gaithersburg MD 04/2017 Present
Vw Credit Inc Herndon VA 06/2017 Present
Capitalone Bank Mclean VA 09/2011 04/2017
  • 12/2020 → Present
    Transamerica Financial Advisors, Inc
    Gaithersburg, MD
  • 04/2017 → Present
    World Financial Group, Inc.
    Gaithersburg, MD
  • 06/2017 → Present
    Vw Credit Inc
    Herndon, VA
  • 09/2011 → 04/2017
    Capitalone Bank
    Mclean, VA
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. VW CREDIT INC/Investment Related - No/2250 Corporate Park Dr STE 400, Herndon, VA 201712487545000/VW Credit, Inc. is a auto loan lander that focus servicing customers who are looking to buy group brand cars, such as VW or Audi./Financial Specialist/07.2017/45/30/maintain financial reporting of the company, create budget forecast for the company

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-04-16
  • S63 Uniform Securities Agent State Law Examination
    2021-04-16
Designations

View on SEC IAPD

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