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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 | 2025-09-24 |
Branch Locations
363 N Sam Houston Parkway E Suite 200, Houston, TX 77060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Houston | TX | 08/2025 | Present |
| Wfgia | Houston | TX | 07/2025 | Present |
| Unemployed | Magnolia | TX | 01/2025 | 06/2025 |
| Wells Fargo Bank, N.A. | Houston | TX | 04/2024 | 12/2024 |
| Unemployed | Magnolia | TX | 11/2022 | 03/2024 |
| Student | Shreveport | LA | 01/2022 | 10/2022 |
| Dream Market Llc. Uber Driver | Magnolia | TX | 08/2017 | 12/2021 |
| Unemployed | Magnolia | TX | 07/2017 | 08/2017 |
| Woodforest National Bank | The Woodlands | TX | 07/2012 | 06/2017 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-11 |
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