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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-12 |
Branch Locations
1 Technology Drive Suite J709, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Irvine | CA | 07/2018 | Present |
| Wfgia | Irvine | CA | 12/2017 | Present |
| Damco | Itasca | IL | 11/2013 | 12/2018 |
| Kuehne & Nagel | Elk Grove Village | IL | 07/2019 | 03/2024 |
| Hellmann | Carson | CA | 07/2024 | 10/2025 |
| Affluent Wealth Group | Irvine | CA | 03/2024 | 02/2026 |
Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-19 |
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