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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
115 Well Park Lane Suite 1, Campbellsville, KY 42718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Financial Service | Baltimore | MD | 01/2024 | Present |
| Transamerica Financial Advisors, Inc | Campbellsville | KY | 08/2024 | Present |
| Magnolia Bank | Campbellsville | KY | 05/2014 | 02/2018 |
| Unemployed | Campbellsville | KY | 03/2018 | 04/2018 |
| First Savings Bank | Jeffersonville | IN | 05/2018 | 12/2023 |
| Transamerica Agency Network | Baltimore | MD | 01/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. TRANSAMERICA AGENCY NETWORK/Investment Related - Yes/1201 Wills Street, Suite 800, Baltimore, MD 21231 410-685-2900/TAN is a life insurance business providing term and whole life insurance for clients./Insurnace Agent/01.2024/160/160/Build client base and identify insurance needs. UNITED FINANCIAL SERVICE/Investment Related - Yes/1201 Wills Street, Suite 800, Baltimore, MD 21231 410-685-2900/offer annuity and insurance opportunities/brokered agent/01.2024/20/20/salesman/agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-04 |
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