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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 | 2021-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Plano | TX | 01/2021 | Present |
| Wfgia | Plano | TX | 05/2020 | Present |
| Self Employed | Mckinney | TX | 01/2010 | Present |
| Assimilation Center For Golf | Mckinney | TX | 04/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. SELF EMPLOYED/Investment Related - No/7721 Rockledge Dr Mckinney, TX 75071/I play professional golf./Owner/01.2010/120/60/Practice, travel, compete. ASSIMILATION CENTER FOR GOLF \ POSITION: Owner/coach NATURE: Golf Coach INV. RELATED: No HRS: 60 SEC. TRADE HRS: 2 START DATE: 04/01/2024 \ ADDRESS: 8400 W. University dr #401, Mckinney TX 75071 \ DESCRIPTION:Golf lessons and self paced simulations.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-03 |
| S65 | Uniform Investment Adviser Law Examination | 2020-12-01 |
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