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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-02-24 |
| TX | RA | APPROVED_RES | 2025-02-22 |
| CA | RA | APPROVED | 2025-02-21 |
| NY | RA | APPROVED | 2023-10-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Hauppauge | NY | 01/2021 | 10/2023 |
| World Financial Group, Inc. | Hauppauge | NY | 08/2020 | 10/2023 |
| Aflac Ny | Columbus | GA | 07/2006 | Present |
| Summit Global Investments | Bountiful | UT | 10/2023 | Present |
| Allyhealth | Philadelphhia | PA | 01/2013 | Present |
| Transamerica Employee Benefits | Cedar Rapids | IA | 05/2017 | Present |
| Mass Mutual Employee Benefits | New York | NY | 02/2018 | Present |
| Tasc | Madison | WI | 01/2018 | Present |
AFLAC NY/Investment Related - No/1932 Wynnton Rd, Columbus, GA 31999, 800-743-2326/Employee Benefits Insurance Sales/Agent/07.2006/86/86/Sell Insurance products/Service clients and accounts
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-25 |
| S65 | Uniform Investment Adviser Law Examination | 2021-03-25 |
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