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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-22 |
Branch Locations
355 E. Campus View Blvd. Suite 218/Room A, Columbus, OH 43235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group Insurance Agency | Columbus | OH | 12/2024 | Present |
| Transamerica Financial Advisors, Llc | Columbus | OH | 04/2026 | Present |
| Student | Los Angeles | CA | 05/2022 | 08/2023 |
| Associated Materials, Llc | Cuyahoga Falls | OH | 09/2024 | Present |
| Unemployed | Westerville | OH | 08/2023 | 01/2024 |
| Imlc Corp Limited | Taipei City | 03/2019 | 04/2022 | |
| Jfj Productions Corp Limited | Taipei City | 08/2017 | 09/2021 | |
| Pricewaterhousecoopers Taiwan | Taipei City | 09/2016 | 08/2017 | |
| Unemployed | Taipei City | 07/2016 | 09/2016 | |
| Unemployed | Taipei City | 08/2017 | 08/2017 | |
| Prime Choice Service Llc | Dublin | OH | 11/2024 | Present |
| Nova Choice Llc | Dublin | OH | 01/2026 | Present |
| Truestone Realty, Inc. | Plain City | OH | 12/2025 | Present |
| Student | Cincinnati | OH | 01/2024 | Present |
Name: Associated Materials, LLC / Investment Related - No / Date: 09:2024 / Hrs (Month): 160 / Hrs (Day): 6 / Activity: Responsible for managing Oracle EPM (ERP), ensuring data integrity, and resolving technical system issues for internal users. Name: Prime Choice Service LLC / Investment Related - No / Date: 11:2024 / Hrs (Month): 10 / Hrs (Day): 0 / Activity: Provide consulting services to companies and career mentorship/interview preparation to students. Name: Nova Choice LLC / Investment Related - No / Date: 01:2026 / Hrs (Month): 10 / Hrs (Day): 0 / Activity: Develop and customize AI software solutions for clients. Name: TrueStone Realty, Inc. / Investment Related - No / Date: 12:2025 / Hrs (Month): 10 / Hrs (Day): 0 / Activity: Assist clients with buying, selling, and leasing properties under broker supervision. Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. World Financial Group Co-Brand (Non-Owner) is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency an insurance agency affiliate of Transamerica Financial Advisors, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-20 |
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