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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-27 |
Branch Locations
25 Braintree Hill Office Park Suite 204-A, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Braintree | MA | 02/2005 | Present |
| Transamerica Financial Advisors | Braintree | MA | 01/2012 | Present |
| Rental Property | Quincy | MA | 12/2013 | Present |
| Profit Financial | Braintree | MA | 12/2016 | Present |
Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Pro-Fit Financial / 1216-Present / Investment Related: No / Braintree, MA / Manager / Pay Business Expenses/ Hrs. Work Monthly: 1 / Sec Trading Hrs: 0 / This company is created to separate my personal expenses and business expenses. We pay office rentals and business supplies through this company. My pay office rentals and business supplies through this company. My activities will be keeping track of all the business-related expenses. Rental Property/No/144 Winthrop Avenue/Quincy/MA/02170/Rental property/Landlord /Collect rental income and perform regular maintenance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-10 |
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