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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-06-06 |
| NY | RA | APPROVED | 2025-06-06 |
Branch Locations
37-20 Prince Street Suite 2A, Flushing, NY 11354 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Flushing | NY | 02/2025 | Present |
| Wfgia | Flushing | NY | 01/2016 | Present |
| Student | Storrs | CT | 09/2015 | 12/2023 |
| Petco | Stratford | CT | 06/2024 | 08/2024 |
| Ample Luck International Capital Group | Mahattan | NY | 05/2020 | 05/2021 |
| Everdreams Llc | Woodbridge | CT | 11/2020 | 06/2021 |
| Uber Technologies Inc | San Francisco | CA | 06/2023 | Present |
| Winningstar Leadership Development Inc. | Armonk | NY | 02/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. UBER TECHNOLOGIES INC/Investment Related - No/1725 Third Street in San Francisco, CA 94158 /The Uber Driver app facilitates the business of connecting drivers with potential passengers seeking rides through a digital platform, allowing drivers to accept ride requests, navigate to pick-up locations, transport passengers to their destinations, and receive payment all within the app, essentially acting as a mobile marketplace for ride-sharing services where drivers are independent contractors and Uber takes a commission from each ride booked; the core activity is essentially managing the/Driver/01.2023/2/0/give rides to passengers when I want to. WINNINGSTAR LEADERSHIP DEVELOPMENT INC. POSITION: Administrative Assistant NATURE: Support WFG business INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 4 Quinby Ridge Rd, Armonk NY 10567, United States DESCRIPTION: My responsibilities are limited to administrative and clerical support for the internal team. This includes organizing and distributing weekly training information to team communication groups and uploading training materials to Google Classroom for internal reference. I do not engage in client communication, sales activities, solicitation, marketing, or securities-related functions. I do not discuss or recommend financial products, handle client information, or participate in any compensation tied to production. This role is strictly administrative in nature and does not overlap with my responsibilities as a Registered Representative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-23 |
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