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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-08-28 |
| TX | RA | APPROVED | 2026-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Advisors Llc | El Segundo | CA | 05/2024 | 08/2026 |
| Frost Brokerage Services | San Antonio | TX | 07/2022 | 12/2022 |
| World Financial Group Insurance Agency | Rockford | IL | 08/2026 | Present |
| Usaa | San Antonio | TX | 09/2010 | 01/2018 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 05/2026 | 08/2026 |
| Usaa Financial Advisors Inc | San Antonio | TX | 09/2010 | 08/2020 |
| Cetera Advisors Llc | Greenwood Village | CO | 05/2024 | 08/2026 |
| Lpl Finanancial Llc | San Antonio | TX | 09/2020 | 07/2022 |
| Usaa Investment Services Company | San Antonio | TX | 09/2010 | 08/2020 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2024 | 08/2026 |
| Wells Fargo Clearing Services, Llc ( | San Antonio | TX | 12/2022 | 05/2024 |
| Transamerica Financial Advisors, Llc | Cedar Rapids | IA | 08/2026 | Present |
Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-29 |
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