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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-29 |
Branch Locations
21221 S Western Ave Suite 110, Torrance, CA 90501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Torrance | CA | 03/2025 | Present |
| Wfgia | Torrance | CA | 08/2022 | Present |
| Snapsheet, Inc. | Chicago | IL | 01/2019 | Present |
| Pricewaterhousecoopers | Chicago | IL | 08/2014 | 01/2019 |
| The National Fraternity Of Phi Gamma Nu | Chicago | IL | 03/2020 | 08/2025 |
| Wag! Groupco | San Francisco | CA | 02/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. SNAPSHEET, INC./Investment Related - No/1 N Dearborn Street Ste 600 Chicago, IL 60602 /Snapsheet provides SaaS claims, payments, and appraisal software to the Pamp;C insurance industry. It also has a service arm that handles virtual auto damage appraisals by white-labeling for 150+ carriers in the US and Canada./Senior Manager of Strategy amp; Implementation/01.2019/160/160/- Manage a team of direct reports who are responsible for handling customer software implementations - Collaborate with internal and external stakeholders to implement Snapsheet's software solutions WAG! GROUPCO/Investment Related - No/55 Francisco St Ste 360 San Francisco, CA 94133/Wag! is a marketplace that connects pet parents with independent caregivers/Dog Walker/02.2025/4/0/Ensuring pet safety, walking dogs, sitting or boarding dogs while pet parents are away.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-13 |
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