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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-02-02 |
Branch Locations
14 Commerce Drive Suite 300, Cranford, NJ 07016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Cranford | NJ | 08/2018 | 12/2021 |
| Transamerica Agency Network | Cranford | NJ | 01/2016 | Present |
| Transamerica Financial Advisors, Inc | Cranford | NJ | 02/2023 | Present |
| Tranamerica Financial Advisors, Inc | Cranford | NJ | 08/2018 | 12/2021 |
| Signature Realty | Summit | NJ | 12/2020 | 01/2021 |
| Horner Townsend And Kent | Horsham | PA | 06/2016 | 11/2016 |
| Penn Mutual Life Insurance Company | Horsham | PA | 05/2016 | 11/2016 |
| Ufs | Baltimore | MD | 01/2016 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. TRANSAMERICA AGENCY NETWORK/Investment Related - Yes/100 Light Street, Floor B1, Baltimore, MD 21202 410-685-2900/Sales and service of insurance based products/Associate Director/01.2016/160/160/I am an Insurance Agent responsible for managing sales agents UFS/Investment Related - No/100 Light Street, Floor B1, Baltimore, MD 21202 410-685-2900/Life and health insurance products/Broker/01.2016/4/1/The placing of insurance products with UFS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-03-31 |
| S65 | Uniform Investment Adviser Law Examination | 2014-02-20 |
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