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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-01 |
| MN | RA | APPROVED | 2025-09-11 |
Branch Locations
8850 Stanford Blvd Suite 2500, Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Bloomington | MN | 03/2025 | Present |
| Wfgia | Bloomington | MN | 06/2011 | Present |
| Seagate Technology | Bloomington | MN | 12/1996 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. SEAGATE TECHNOLOGY/Investment Related - No/ 7801 Computer Ave, Bloomington, MN 55435 /Computer Drive/system analyst/12.1994/20/40/system analyst in corporate finance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-25 |
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