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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-16 |
Branch Locations
8081 Philips Highway Suite 22, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Jacksonville | FL | 09/2025 | Present |
| Wfgia | Jacksonville | FL | 06/2024 | Present |
| Florida Blue Inc. | Jacksonville | FL | 05/2011 | Present |
| Florida Homes Realty And Mortgage | Jacksonwille | FL | 08/2021 | Present |
Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Florida Homes Realty and Mortgage Investment Related: NO 9191 RG Skinner Parkway | #102 | Jacksonville, FL 32256 Real estate agent Start date 8/2021 8 hours per month, 0 hours per month during securities trading. Acting as an intermediary in buying, selling, or leasing properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-30 |
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