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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 | 2026-02-16 |
Branch Locations
5300 Hollister Suite 543 A, Houston, TX 77040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Houston | TX | 11/2025 | Present |
| Wfgia | Houston | TX | 05/2025 | Present |
| Hewlett Packard Enterprise | Spring | TX | 08/2022 | 07/2025 |
| Zermount, Inc. | Arlington | VA | 06/2021 | 08/2022 |
| Advanced Technology Leaders | Martinez | GA | 12/2020 | 06/2021 |
| Us Army | Fort Gordon | GA | 09/1999 | 12/2020 |
| Honduran Hearts, Inc. | Martinez | GA | 03/2020 | Present |
| Mdw Consulting Services Llc | Spring | TX | 06/2023 | Present |
| Fight For Your Freedom Ltd Co | Spring | TX | 06/2023 | Present |
| Forged Wealth Builders Ltd Co | Spring | TX | 06/2023 | Present |
| Fight For Your Freedom Ltd Co | Spring | TX | 06/2023 | Present |
| Honduran Hearts, Inc | Martinez, | GA | 03/2020 | Present |
Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 1.) Honduran Hearts, Inc. Investment Related: NO 4115 Columbia Road | Suite 5 PMB 367 | Martinez, GA 30907 Non-profit that provides missionary support to people in Honduras. Board Member Start date 3/2020 2 hours per month, 2 hours per month during trading. Provide leadership, oversight and advocacy to help advance the Honduran hearts mission and ensure its effective and ethical operations. 2.) MDW Consulting Services LLC Investment Related? NO 7806 Shelburne Circle | Spring, TX 77379 Consulting firm. Co-Owner Start date 6/2019 0 hours per month. Inactive. 3.) Fight for Your Freedom Ltd. CO Investment Related? NO 7806 Shelburne Circle | Spring, TX 77379 Pass-through entity for the LLC. Co-Owner Start date 6/2023 160 hours per month, 135 hours per month during securities trading. Entity for all WFG earnings. FORGED WEALTH BUILDERS LTD CO POSITION: Co-Owner NATURE: Co-Owner INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/12/2023 ADDRESS: 7806 Shelburne Cir, Spring TX 77379, United States DESCRIPTION: Managing all client relationships, policies, and financial protection solutions under a single organized structure. FIGHT FOR YOUR FREEDOM LTD CO POSITION: Co-Owner NATURE: Co-Owner INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2023 ADDRESS: 7806 Shelburne Cir, Spring TX 77379, United States DESCRIPTION: Fight for Your Freedom is a coaching program designed to help couples improve communication and, ultimately, their relationships. HONDURAN HEARTS, INC POSITION: Board Member NATURE: A nonprofit organization that provides missionary support to people in Honduras. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2020 ADDRESS: 4115 COLUMBIA RD, STE 5, PMB 367, MARTINEZ, GA 30907, United States DESCRIPTION: I provide leadership, oversight, and advocacy to help advance the Honduran Hearts mission and ensure its effective and ethical operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-14 |
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