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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 | 2025-01-21 |
| TX | RA | APPROVED | 2021-09-21 |
| NY | RA | APPROVED | 2021-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Bohemia | NY | 11/2019 | Present |
| Wfgia | Bohemia | NY | 11/2018 | Present |
| Peak Systems, Inc | New York | NY | 03/2016 | 08/2019 |
| Elevation Baseball & Leadership Academy, Inc. | St Cloud | FL | 01/2026 | Present |
| Student Optimum Services | Mission Hills | CA | 01/2026 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). ELEVATION BASEBALL & LEADERSHIP ACADEMY, INC. POSITION: Founder, Executive Director, Volunteer NATURE: Youth baseball training INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 6642 Wake Street, St Cloud FL 34771, United States DESCRIPTION: Elevation Baseball & Leadership Academy is a charitable, educational organization dedicated to developing youth athletes through baseball, leadership, education, and character programs. The academy provides free training, mentorship, and personal development workshops for student-athletes. STUDENT OPTIMUM SERVICES POSITION: Referring agent NATURE: College loan consulting INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/12/2026 ADDRESS: 15455 San Fernando Mission Blvd, Ste 409, Mission Hills CA 91345, United States DESCRIPTION: I will only be referring clients that need help with paying and managing college loans - only applies to Federal School Loans. Student Optimum Services was established in 2010 out of Los Angeles California with 1 purpose, to assists students in financial hardship who have been overcharged by federal loan servicers enroll and take advantage of student loan forgiveness programs offered by the U.S. Department of Education.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-29 |
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