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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_RES | 2025-03-06 |
| AZ | RA | APPROVED | 2022-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Tucson | AZ | 01/2021 | Present |
| World Financial Group, Inc. | Tucson | AZ | 05/2012 | Present |
| Healthcare Solutions Team | Gilbert | AZ | 10/2018 | Present |
| Berwick Insurance Group | Tucson | AZ | 06/2018 | Present |
| Heartland Institute Of Financial Education | Greenwood Village | CO | 02/2015 | Present |
| Lspn Direct | Lindon | UT | 06/2022 | Present |
| Transamerica Employee Benefit | Little Rock | AR | 02/2020 | Present |
| Self Employed Tax Preparer | Tucson | AZ | 03/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. LSPN Direct / 0622-Present / Investment Related: No /100 N. State Street, Ste B, Lindon, UT 84042 / None / Estate Planning Firm / Hrs. Work Monthly: 1 / Sec Trading Hrs.: 0 / None Heartland Institute of Financial Education / 0215-Present/ Investment Related: No / 8301 E. Prentice Ave., Ste.312 Greenwood Village, CO 80111 / College Consultant / College Coaching Program / Hrs. Work Monthly: 2. / Sec Trading Hrs: 0 / Advise parent of the need to seek help regarding their children college preparation and help them enroll in the program HEALTHCARE SOLUTIONS TEAM/Investment Related - No/459 N GILBERT ROAD, SUITE A201,GILBERT, AZ 85234/SELLING hEATH INSURANCE/AGENT/10.2017/2/0/HELP ENROLL CUSTOMERS BERWICK INSURANCE GROUP/Investment Related - No/4576 E CAMP LOWELL DR, TUCSON,AZ 85712 (520) 745- 2300/MEDICARE/AGENT/06.2018/1/0/SELLING MEDICARE PLANS TRANSAMERICA EMPLOYEE BENEFIT POSITION: Agent NATURE: Employee benefit providers INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/04/2020 ADDRESS: 1400 Centerview Drive, Little Rock AR 72211, United States DESCRIPTION: No daily activities with this company yet. SELF EMPLOYED TAX PREPARER POSITION: Tax preparer NATURE: Tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 03/28/2025 ADDRESS: 2560 East 10th Street, Tucson AZ 85716, United States DESCRIPTION: Completing and filing taxes for individuals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-28 |
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