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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-11-02
  • OH RA
    APPROVED
    Since 2020-11-02

Branch Locations

4140 Chappel Dr., Perrysburg, OH 43551 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors, Inc Maumee OH 11/2019 Present
World Financial Group, Inc. Maumee OH 12/2018 Present
Access Rn, Inc. Maumee OH 09/2011 12/2018
Wood County Hospital Bowling Green OH 10/2018 Present
Dynamic Access, Inc. Richardson TX 10/2022 Present
  • 11/2019 → Present
    Transamerica Financial Advisors, Inc
    Maumee, OH
  • 12/2018 → Present
    World Financial Group, Inc.
    Maumee, OH
  • 09/2011 → 12/2018
    Access Rn, Inc.
    Maumee, OH
  • 10/2018 → Present
    Wood County Hospital
    Bowling Green, OH
  • 10/2022 → Present
    Dynamic Access, Inc.
    Richardson, TX
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). WOOD COUNTY HOSPITAL/Investment Related - No/950 West Wooster St Bowling Green, OH 43402 (419)354-8900/hospital/clinic/RN/10.2018/160/0/provide nursing care DYNAMIC ACCESS, INC. POSITION: Vascular Access Specialist NATURE: employee INVESTMENT RELATED: No NUMBER OF HOURS: 96 SECURITIES TRADING HOURS: 8 START DATE: 10/01/2022 ADDRESS: 2600 N. Central Expwy, Richardson TX 75080, United States DESCRIPTION: I work 1-2 days per week doing various vascular access procedures in different hospitals and long-term acute care facilities.

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