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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 | 2026-02-27 |
Branch Locations
801 International Parkway Suite 500-Cl, Lake Mary, FL 32746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Lake Mary | FL | 10/2025 | Present |
| Wfgia | Lake Mary | FL | 09/2025 | Present |
| Kforce Inc. | Tampa | FL | 08/2025 | Present |
| Travel And Leisure Co. | Orlando | FL | 10/2018 | 11/2024 |
| Unemployed | Flagler Beach | FL | 12/2024 | 08/2025 |
| Therigy, Llc | Maitland | FL | 08/2014 | 10/2018 |
| Acn Inc. | Concord | NC | 06/2025 | 05/2026 |
| Ocean Limits Llc | St. Petersburg | FL | 01/2025 | Present |
| Ocean Limits Llc | Satsuma | FL | 01/2025 | Present |
| World System Builders (Wsb) | Maitland | FL | 05/2025 | Present |
| Kforce Inc. | Tampa | FL | 08/2026 | Present |
Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). KForce Inc. Investment Related? NO 1150 Assembly Drive | Suite 500 | Tampa, FL 33607 Technology Talent Solutions subcontractor and project management. Contractor Start date 8/2025 160 hours per month, all during securities trading. I am an Information Technology employee with a specialization in Information Security Architecture for dedicated clients of KForce. Specifically I am to use my knowledge and expertise in the field of Information Security Architecture to provide expert level consulting in this area and evaluate projects and technology to meet client specific and industry standard Information Security standards. This a full time employee position requiring me to perform the job duties as specified by the employer. Ocean Limits LLC Investment Related? NO 7901 4th Street North | Suite 300 | St. Petersburg, FL 33702 This is a passthrough LLC for conducting Business to Business Consulting. My primary business for this LLC is Information Technology consulting and related activity to solving business needs for technology products and services. Owner/Manager 10 hours per month, 0 hours per month during securities trading. WORLD SYSTEM BUILDERS (WSB) POSITION: null NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/17/2025 ADDRESS: Maitland Financial Education Center, Maitland FL 32751, United States DESCRIPTION: WFG and TFA Co-Brand OCEAN LIMITS LLC POSITION: Consultant NATURE: IT Services INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2025 ADDRESS: 109 ISLANDER RD, SATSUMA FL 32189, United States DESCRIPTION: Administration Business and IT Consulting KFORCE INC. POSITION: Consultant NATURE: Professional Staffing INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 6 START DATE: 08/01/2026 ADDRESS: 1150 Assembly Drive, Suite 500, Tampa FL 33607, United States DESCRIPTION: IT Cybersecurity Consulting
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-26 |
| S65 | Uniform Investment Adviser Law Examination | 2026-02-26 |
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