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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 | 2019-06-27 |
| VA | RA | APPROVED | 2019-06-27 |
Branch Locations
9801 Washingtonian Blvd Suite 700, Gaithersburg, MD 20878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Gaithersburg | MD | 10/2018 | Present |
| World Financial Group, Inc. | Gaithersburg | MD | 03/2015 | Present |
| Freddie Mac | Mclean | VA | 04/2012 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. FREDDIE MAC/Investment Related - No/8100 Jones Branch Drive, McLean, VA, 22102/Real estate financing company/Operational control analyst/4.2012/155/155/Operational risk and control analysis
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-16 |
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