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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-09 |
| WY | RA | APPROVED | 2026-07-09 |
Branch Locations
9200 E. Mineral Avenue Penthouse Suite 400, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Centennial | CO | 10/2025 | Present |
| Wfgia | Centennial | CO | 03/2025 | Present |
| United Airlines | Chicago | IL | 04/2013 | Present |
| United Airlines | Chicago | IL | 02/2008 | Present |
Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). United Airlines Investment Related? NO 233 South Wacker Drive | Chicago, IL 60606 International airline. Captain Start date 4/2013 80 hours per month, 10 hours per month during trading. Captain and Line Check Airman. Dedicated to safe operation of Boeing jets. UNITED AIRLINES POSITION: Pilot NATURE: tranportation INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 5 START DATE: 02/18/2008 ADDRESS: 233 S Wacker Dr, Chicago IL 60606, United States DESCRIPTION: Pilot. Line Check Airman.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2026-06-03 |
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