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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-08-27 |
Branch Locations
702 Russell Avenue Suite 300, Gaithersburg, MD 20877 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Good Driver Clum | Palo Alto | CA | 06/2026 | Present |
| Transamerica Financial Advisors, Inc | Gaithersburg | MD | 09/2018 | Present |
| World Financial Group, Inc. | Gaithersburg | MD | 04/2017 | Present |
| Cuisine Solutions Inc | Sterling | VA | 04/2018 | 01/2019 |
| Homemaker | Washington | DC | 04/2014 | 04/2018 |
| Insurance Marketing Center | Rockville | MD | 11/2017 | Present |
| International Medical Group, Inc | Indianapolis | IN | 11/2017 | Present |
| Advocate Health Llc | Englewood | FL | 07/2019 | 11/2019 |
| Aetna Inc. | Hartford | CT | 11/2019 | 01/2026 |
| Insubuy, Inc. | Plano | TX | 08/2020 | Present |
| Gs National Insurance | Pittsburgh | PA | 09/2020 | Present |
| Healthshepra | Sacramento | CA | 01/2021 | Present |
| Ap Benefit Agentlink Llc | Louisville | KY | 10/2022 | Present |
| Smart Insurance By Solomon Agency Llc | Annandale | VA | 04/2023 | Present |
| Care Rise Union | Gaithersburg | MD | 01/2025 | Present |
Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors GS NATIONAL INSURANCE |Non Investment Related| 300 Bilmar Dr., Suite 200. Pittsburgh, PA 15205| Medicare Part C Insurance| Independent Agent|09.28.2020| 5 Hrs a Month| Contact this company for a quote if a client needs medicare advantage plan. INTERNATIONAL MEDICAL GROUP, INC/NO/2960 NORTH MERIDIAN STREET/INDIANAPOLIS,IN 46208/INSURANCE SALES FOR INTERNATIONAL TRAVEL INSURANCE/BROKER/11/01/2017/0/0/IF THERE IS A CLIENT, I CAN SALE INTERNATIONAL TRAVEL INSURANCE TO HIM/HER THROUGH THIS COMPANY.HOWEVER, I HAVE NOT A SINGLE CLIENT SO FAR. INSURANCE MARKETING CENTER/NO/INSURANCE/1101 WOOTTEN PKWY, SUITE 820, ROCKVILLE, MD 20852/BROKER/11/01/2017/2/0/IN OPEN ENROLLMENT SEASON FOR THE OBAMA CARE, I HELP CLIENTS TO APPLY FOR HEALTH INSURANCE COVERAGE THROUGH GOVERMENT WEBSITE OR THROUGH COMPANY ADVOCATE HEALTH LLC / emp dates: 0719 TO PRESENT/ INVESTMENT RELATED: NO /address: 1811 ENGLEWOOD RD SUITE #175 ENGLEWOOD, FL 34223/ position: INDIVIDUAL BROKER / nature of business: THIS IS AN ADVISORY COMPANY FOR MEDICARE SUPPLEMENT AND MEDICARE ADVANTAGE INSURANCE. IT PROVIDES BROKER SUPPORT IN ANY QUESTIONS ON MEDICARE SUPPLEMENT AND PART C / hrs work monthly: 2 /Sec trading hrs: 0 / duties: I GET APPOINTED WITH HEALTH INSURANCE COMPANY THROUGH THIS COMPANY TOS ELL MEDICARE PART C AND SUPPLEMENT Healthshepra / 0121-present / Investment Related: No / Sacramento, CA 95812 / Agent / Healthcare Navigator / Hrs Work Monthly: 3 / Sec Trading Hrs: 0 / I use this broker management system to help client enroll in health plans via healthcare.gov INSUBUY, INC./NO/4200 MAPLESHADE LN, SUITE 200, PLANO, TS 75093/TRAVEL INSURANCE BROKER/INDEPENDENT SUB AGENT/08/08/2020/2/0/HELP CLIENTS TO CHOOSE TRAVEL INSURANCE. AP BENEFIT AGENTLINK LLC POSITION: independent agent NATURE: Medicare advantage plans INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: 2001 Lake Point Way, Louisville KY 40223, United States DESCRIPTION: I am going to contract with United healthcare, Aetna, and Humana to sale Medicare advantage plans through this company(agency). No daily routine work. SMART INSURANCE BY SOLOMON AGENCY LLC POSITION: Independent Agent NATURE: Medicare Advantage Plans INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: Smart Insurance by Solomon Agency LLC, Suite 204, Annandale VA 22003, United States DESCRIPTION: I will be performing as an independent agent formedicare advantage plans. There's no daily work, but if there're cases then I will help people applying for medicare advantage plans. CARE RISE UNION POSITION: Partner NATURE: Health Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 9711 Washingtonian Blvd, Suite 550, Gaithersburg MD 20878, United States DESCRIPTION: This company is only related to health insurance. I may provide paperwork/appointment and contracting support to health insurance agents. I may also provide training and back-end support to health insurance agents. I don't have direct contact with clients. GOOD DRIVER CLUM POSITION: ordinary member NATURE: referral INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: 510 Waverley St, Palo Alto CA 94301, United States DESCRIPTION: Car Insurance club
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-11 |
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