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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 | 2023-08-04 |
| NJ | RA | APPROVED | 2023-07-06 |
| FL | RA | APPROVED | 2022-05-03 |
Branch Locations
601 Cleveland St Suite 501-24, Clearwater, FL 33755 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Clearwater | FL | 07/2021 | Present |
| Wfgia | Clearwater | FL | 05/2019 | Present |
| Church Of Scientology | Tampa | FL | 05/2006 | Present |
| Agent Link Marketing | Clearwater | FL | 06/2014 | 06/2021 |
| Xen Financial | Clearwater | FL | 06/2022 | Present |
| Dynex Group Benefits Solutions | Clearwater | FL | 08/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. CHURCH OF SCIENTOLOGY/Investment Related - No/1300 e 8th Ave Tampa FL. 33605/church activities/director of registration/05.2006/120/0/helping parishioners register for counseling and self betterment courses XEN FINANCIAL POSITION: president NATURE: administrative support services INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2022 ADDRESS: 2091 BURNICE DRIVE, CLEARWATER FL 33764, United States DESCRIPTION: annual tax planning. DYNEX GROUP BENEFITS SOLUTIONS POSITION: Agent NATURE: Group Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/08/2025 ADDRESS: 626 Lakeview Road Suite A, Clearwater FL 33756, United States DESCRIPTION: I would be seeing clients as the need arose for group health insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-15 |
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