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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 | 2025-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Dayton | OH | 08/2025 | Present |
| Wfgia | Dayton | OH | 03/2025 | Present |
| School | Fairborn | OH | 01/2024 | Present |
| Eastgate Group | Lebanon | OH | 04/2020 | 01/2024 |
| Republic Wire Inc. | West Chester | OH | 04/2019 | 02/2020 |
| Frito Lay | West Chester | OH | 06/2012 | 01/2019 |
| Jack Hanson | Dayton | OH | 08/2025 | Present |
| J Schwieterman Group Llc. | Dayton | OH | 11/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors. J SCHWIETERMAN GROUP LLC. POSITION: Assistant NATURE: Financial Services and Education INVESTMENT RELATED: Yes NUMBER OF HOURS: 48 SECURITIES TRADING HOURS: 6 START DATE: 11/12/2025 ADDRESS: 8153 Garnet Dr., Dayton OH 45458, United States DESCRIPTION: Preparing applications and other administrative work for the clients of Josh Schwieterman. JACK HANSON POSITION: Assistant NATURE: Financial Education and Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 22 SECURITIES TRADING HOURS: 4 START DATE: 08/26/2025 ADDRESS: 8153 Garnet Dr., Dayton OH 45458, United States DESCRIPTION: Application for insurance and financial products and other administrative work.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-03 |
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