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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-21 |
Branch Locations
8850 Stanford Blvd Suite 2500, Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Columbia | MD | 10/2025 | Present |
| Wfgia | Columbia | MD | 02/2021 | Present |
| Lge Advisory Services | Owings Mills | MD | 08/2014 | Present |
| Lge Advisory Services Llc | Owings Mills | MD | 08/2014 | Present |
| Pristine Medical Equipment And Acessories Inc | Ellicott City | MD | 11/2024 | Present |
Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). LDE Advisory Services Investment Related? NO 400 Redland Court | Suite 207 | Owings Mills, MD 21117 Tax, accounting, bookkeeping, payroll, business consulting. CPA/Owner Start date 8/2014 160 hours per month, 40 hours per month during securities trading. LGE ADVISORY SERVICES LLC POSITION: Principal NATURE: Accounting and Tax INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 08/13/2014 ADDRESS: 400 Reland Ct, Ste 207, Owings Mills MD 21117, United States DESCRIPTION: Comprehensive Accounting Advisory Deliver full-spectrum accounting support for small and medium-sized businesses--from software implementation to financial statement preparation. Tax Preparation & Review Prepare and review individual, partnership, and corporate tax returns to ensure accuracy and compliance with federal and state regulations. Bookkeeping & Payroll Support Provide expert guidance on bank reconciliations, bookkeeping, and payroll processing to maintain accurate financial records. Entity Selection & Tax Strategy Advise business owners on entity formation and structure to minimize tax liabilities at both the business and personal levels. Tax Filings Prepare and file payroll, sales, and use tax returns on monthly, quarterly, or annual schedules, ensuring timely compliance. QuickBooks Setup & Support Offer QuickBooks setup, training, and ongoing support to enhance operational efficiency and streamline accounting processes. Tax Planning & Compliance Develop and implement strategic tax planning solutions for individuals and businesses to maximize tax efficiency and ensure ongoing compliance. IRS Representation Act as a liaison with the IRS, handling written and verbal communications to resolve past and emerging tax issues effectively. Nonprofit Advisory Provide specialized accounting, compliance, and advisory services for nonprofit organizations to promote financial stability and sustainable growth. PRISTINE MEDICAL EQUIPMENT AND ACESSORIES INC POSITION: CFO NATURE: Sale of duravle medical equipment INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 11/13/2024 ADDRESS: 10176 Baltimore National Pike, Ste 206, Ellicott City MD 21042, United States DESCRIPTION: Develop and implement the company's financial strategy aligned with its growth goals. Prepare budgets, forecasts, and long-term financial plans. Conduct scenario analysis to help management make informed decisions about expansion, investment, or risk mitigation.
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