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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-08-12 |
| NY | RA | APPROVED | 2021-08-12 |
Branch Locations
37-20 Prince Street Suite 2A, Flushing, NY 11354 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Flushing | NY | 01/2021 | Present |
| Wfgia | Flushing | NY | 02/2017 | Present |
| Ibm | Southbury | CT | 10/2015 | 12/2019 |
| Cpa | Kent | CT | 07/2015 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. CPA/Investment Related - No/206 Segar Mountain Rd, Kent, CT. 06757 Tel: 860-733-5479/Tax consultation and preparation/CPA/7.2015/5/5/Keep my CPA license active; occasionally help close friends file individual income tax returns
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-08 |
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