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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Portland | OR | 07/2021 | Present |
| Wfgia | Portland | OR | 09/2016 | Present |
| Massachusetts General Hospital | Charlestown | MA | 01/2018 | 08/2019 |
| National Health Insurance Comapny | Milwaukee | WI | 10/2020 | 11/2023 |
| United Healthcare | Hartford | CT | 06/2021 | Present |
| Healthsherpa | Sacramento | CA | 10/2023 | Present |
| Hsa Insurance | Braintree | MA | 01/2024 | Present |
| Aetna | Hartford, | CT | 08/2024 | Present |
| Kaiser Permanente | Oakland | CA | 08/2024 | Present |
| Wellcare Health Plans | Tempa | FL | 11/2024 | Present |
| Tufts Health Plan | Canton | MA | 11/2024 | Present |
| Blue Cross Blue Shield Regence | Portland | OR | 12/2025 | Present |
| Fallon Health Company | Worcester | MA | 04/2026 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). HSA INSURANCE POSITION: agent NATURE: Massachusetts health and dental marketplace INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 135 Wood Rd, Braintree MA 02184, United States DESCRIPTION: I will sell health and dental insurance for individuals and families. My responsibility is getting a quote for them from HSA insurance and then enrolling in them. It is not a daily activity, but dependent on customer's calling and requests. AETNA POSITION: Independent agent NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2024 ADDRESS: 151 Farmington Avenue, Hartford, CT 06156, United States DESCRIPTION: As an independent agent, I will sell Aetna Insurance's Medicare products to customers when they want to buy them. Not a major daily activity, but only performed when requested by the customer. KAISER PERMANENTE POSITION: Independent agent NATURE: Health Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2024 ADDRESS: 1 Kaiser Plaza, Oakland CA 94612, United States DESCRIPTION: As an independent agent, I will sellKaiser Permanete Insurance's Medicare products to customers when they want to buy them. Not a major daily activity, but only performed when requested by the customer. TUFTS HEALTH PLAN POSITION: Independent agent NATURE: Insurance plan sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024ADDRESS: 1 Wellness Way, Canton MA 02021, United States DESCRIPTION: As an independent agent, I will sell the Tufts health plan's Medicare products to customers when they want to buy them.It is Not a major daily activity, but only performed when requested by the customer. WELLCARE HEALTH PLANS POSITION: independent agent NATURE: Medicare sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 8725 Henderson Road, Tempa FL 33631, United States DESCRIPTION: As an independent agent, I will sell the Wellcare Health plan's Medicare products to customers when they want to buy those productsIt is Not a major daily activity, but only performed when requested by the customer. UNITED HEALTHCARE/ 0621-Present / Investment Related: No /185 Asylum St, Fi11 Hartford, CT 06103 / Agent / Health Insurance / Hrs. Work Monthly: 3 / Sec Trading Hrs.: 3 / Sales HEALTHSHERPA POSITION: agent NATURE: health insurance sales and referral INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 10/03/2023 ADDRESS: 1215 19th St 2nd Floor, Sacramento CA 95812, United States DESCRIPTION: I will check an email from this company daily. After I get an call from customer, I will justget an quote forindividual health insurance and give a referral. BLUE CROSS BLUE SHIELD REGENCE POSITION: Independent agent NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2025 ADDRESS: 100 SW Market Street, Portland OR 97201, United States DESCRIPTION: As an independent agent, I offer BCBS Regence Individual, Family, and Medicare products to clients when they request them. This is not part of my regular daily activities, but I provide these services as needed when customers seek coverage FALLON HEALTH COMPANY POSITION: Independent medicare agent NATURE: Medicare plan sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2026 ADDRESS: 1 Mercantile St., Ste. 400, Worcester MA 01608, United States DESCRIPTION: As an independent agent, I offer Fallon health Medicare products to clients when they requestthem. This is not part of my regular daily activities, but I provide these services as needed when customers seekcoverage
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-06 |
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