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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 | 2026-04-13 |
| NV | RA | APPROVED | 2026-03-25 |
| OK | RA | APPROVED | 2026-03-24 |
Branch Locations
6570 Spencer St. #110, Las Vegas, NV 89119 • United States
Edmond, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Las Vegas | NV | 03/2026 | Present |
| Global Merchant Innovations | Las Vegas | NV | 02/2026 | Present |
| Inheritguard | Sheridan | WY | 09/2025 | Present |
| The Pantry Group | Edmond | OK | 01/2025 | Present |
| Wfgia | Las Vegas | NV | 09/2024 | Present |
| 10,000 Fathers | Snellville | GA | 01/2024 | 03/2025 |
| Fellowship Dallas Bible Church | Dallas | TX | 07/2021 | 07/2024 |
| Future Church Co. | Snellville | GA | 05/2016 | 01/2025 |
| Campus Church | Norcross | GA | 05/2016 | 07/2024 |
| Greater Atlanta Christian School | Norcross | GA | 08/2012 | 07/2017 |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 1.) The Pantry Group Investment Related? No 2429 Cedar Oak Drive | Edmond, OK 73013 CEO Start date 1/2025 Leadership consulting 45 hours per month, 0 hours per day during trading. 2.) InheritGuard Investment Related? No 30 N. Gould Street | Sheridan, WY 82801 Referral service for estate plans Referring Agent Start date 9/2025 0 hours per month. 3.) Global Merchant Innovations Investment Related? No 6570 Spencer Street | Bldg. C-2 110GML | Las Vegas, NV 89119 Referring Agent Start date 2/2026 0 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-07 |
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