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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-08-01 |
| TX | RA | APPROVED | 2024-02-27 |
| IN | RA | APPROVED | 2024-01-08 |
Branch Locations
14074 Trade Center Drive Suite 114, Fishers, IN 46038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Fishers | IN | 08/2018 | Present |
| World Financial Group, Inc. | Fishers | IN | 08/2017 | Present |
| Student | Walnut | CA | 06/2014 | 08/2020 |
| Wfg Direct | Fishers | IN | 08/2021 | Present |
| Aspida Life Insurance Company | Durham, | NC | 08/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. ASPIDA LIFE INSURANCE COMPANY POSITION: none NATURE: Fixed Index Annuity & Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/13/2025 ADDRESS: 2327 Englert Drive, Durham, NC 27713, United States DESCRIPTION: N/A
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-09 |
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