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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Bible Church | Xenia | OH | 05/2026 | Present |
| Transamerica Financial Advisors | Dayton | OH | 05/2025 | Present |
| Wfgia | Dayton | OH | 01/2023 | Present |
| Stingers | Cedarville | OH | 09/2021 | 05/2023 |
| Culvers | Arnold | MO | 01/2020 | Present |
| Unemployed | Arnold | OH | 04/2013 | 01/2020 |
| Panda Express | Cedarville | OH | 09/2023 | 05/2024 |
| Wealthwave | Dayton | OH | 07/2025 | Present |
| Culvers | Arnold | MO | 01/2020 | 06/2025 |
| J Schwieterman Group Llc | Miamisburg | OH | 08/2025 | Present |
Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Culvers Investment Related No 123 Richardson Crossing Arnold MO 63010 636-467-9955 food service team member 01/2020 0 hr during trading to organize food materials prepare meals serve to customers and participate in general cleaning and upkeep of the restaurant. WEALTHWAVE POSITION: NONE NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 07/22/2025 ADDRESS: 8153 Garnet Dr, Dayton OH 45458, United States DESCRIPTION: WFG Co-Brand J SCHWIETERMAN GROUP LLC POSITION: Administrative Assistant NATURE: Financial Advisory Administration INVESTMENT RELATED: Yes NUMBER OF HOURS: 48 SECURITIES TRADING HOURS: 46 START DATE: 08/28/2025 ADDRESS: 9341 CANTERCHASE DR APT 3A, MIAMISBURG OH 45342, United States DESCRIPTION: Updating workflows, Filling out applications after Josh gets commitments, Prepping paperwork for Josh's meetings, and other basic clerical tasks CORNERSTONE BIBLE CHURCH POSITION: Cleaner NATURE: Cleaning INVESTMENT RELATED: No NUMBER OF HOURS: 52 SECURITIES TRADING HOURS: 6 START DATE: 05/04/2026 ADDRESS: 45 W Church St, Xenia OH 45385, United States DESCRIPTION: I am a 1099 worker for Cornerstone Bible Church doing church cleaning twice a week. I vacuum, mop, clean nurseries and clean bathrooms.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-20 |
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