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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-05-19 |
| NJ | RA | APPROVED | 2023-05-03 |
| NC | RA | APPROVED | 2023-05-03 |
| TX | RA | APPROVED | 2023-05-03 |
| MD | RA | APPROVED | 2023-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Rockville | MD | 08/2018 | Present |
| World Financial Group, Inc. | Rockville | MD | 11/2015 | Present |
| Rental Property | N. Bethesda | MD | 06/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2022 ADDRESS: 11710 Old Georgetown Road, Unit 1025, N. Bethesda MD 20852, United States DESCRIPTION: My husband Derek Koy holds the rental license and rents out the condo. I am listed as a condo owner and help respond to questions occasionally.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-07 |
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