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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2018 | 07/2018 |
| Transamerica Financial Advisors, Inc | Tampa | FL | 08/2021 | 02/2023 |
| World Financial Group, Inc. | Tampa | FL | 11/2019 | 03/2023 |
| Raymond James Financial | Saint Petersburg | FL | 12/2018 | 08/2019 |
| Institute Of Human Performance | Boca Raton | FL | 01/2018 | 04/2018 |
| Ultimate Medical Academy | Tampa | FL | 08/2019 | 07/2022 |
| Unemployed | Tampa | FL | 07/2018 | 12/2018 |
| Wfgia | Tampa | FL | 03/2024 | Present |
| Transamerica Financial Advisors, Inc | Tamps | FL | 05/2024 | Present |
| Unemployed | Tampa | FL | 03/2023 | 02/2024 |
| Student | Tampa | FL | 01/2014 | 12/2017 |
| Polk County | Bartow | FL | 09/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. POLK COUNTY POSITION: Procurement Analyst NATURE: Is a public sector entity that manages and oversees county operations and services for residents. The Procurement Division specifically conducts purchasing and contract management activities, ensuring goods, services, and capital projects are acquired in compliance with applicable laws and regulations. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 09/08/2025 ADDRESS: 330 West Church Street, Bartow FL 33830, United States DESCRIPTION: In this role, my daily activities will involve performing professional procurement and project management functions. Responsibilities include developing and reviewing solicitation scopes of work, conducting cost and pricing analyses, evaluating vendor proposals, preparing contract documents, and ensuring compliance with county, state, and federal procurement regulations. I will also provide training and guidance to internal departments and vendors on procurement policies and procedures, assist with contract negotiations, and support the county's capital improvement and operating programs. This work is strictly administrative and procurement-related, with no involvement in the solicitation, sale, or recommendation of financial services or insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-27 |
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