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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-06-06 |
| PA | RA | APPROVED | 2022-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Piscataway | NJ | 06/2019 | Present |
| Wfgia | Piscataway | NJ | 09/2017 | Present |
| Bristol Myers Squibb | Princeton | NJ | 08/2008 | 08/2020 |
| Pa Notary | Doylestown | PA | 03/2021 | Present |
| Health Insurance Agent | Princeton | NJ | 11/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors. PA notary / 0321-Present / Investment Related: No / 3718 Christopher Day RD. Doylestown, PA 18902 / PA Notary Public/ PA Notary / Hrs Work Monthly: 8 / Sec Trading Hrs: 0 / Notary Service HEALTH INSURANCE AGENT POSITION: Independent health agent NATURE: health insurance agent INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/21/2022 ADDRESS: 4390 US Highway 1, Suite 202, Princeton NJ 08540, United States DESCRIPTION: Assist health insurance enrollment in NJ and PA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-21 |
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