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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Plano | TX | 09/2024 | Present |
| Wfgia | Plano | TX | 06/2024 | Present |
| Toyota Motor North America | Plano | TX | 11/2016 | Present |
| Encore Wire Corp | Mckinney | TX | 09/2008 | 11/2016 |
| Manhattanlife | Houston | TX | 02/2025 | Present |
| Yellow Jacket Business Solutions | Plano | TX | 01/2026 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. TOYOTA MOTOR NORTH AMERICA/Investment Related - No/6565 Headquarters Dr., Plano, TX 75024/Manufacture vehicles/Supervisor/11.2016/160/160/General accounting MANHATTANLIFE POSITION: Referral Agent NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: PO Box 925989, Houston TX 77292-5989, United States DESCRIPTION: When I find individuals that need health insurance, I can refer them to Manhattan Life. I will also be able to refer group health plans. YELLOW JACKET BUSINESS SOLUTIONS POSITION: Tax Preparer NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2026 ADDRESS: 730 E Park Blvd Ste 204, PLANO TX 75074, United States DESCRIPTION: Prepare and file taxes for clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-26 |
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