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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-07-07 |
Branch Locations
230 2Nd Ave. 2Nd Floor Suite 204, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Waltham | MA | 08/2005 | Present |
| Transamerica Financial Advisors, Inc | Waltham | MA | 01/2012 | Present |
| Heartland Institute Of Financial Education | Greenwood Village | CO | 10/2014 | 10/2019 |
| J&Z Financial Services, Inc. | Westford | MA | 12/2017 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc J&Z FINANCIAL SERVICES, INC/NOT INVESTMENT RELATED/12.5.2017/PRESIDENT/5 ASSABET RD, WESTFORD, MA 01886/PASS-THROUGH ONLY. NOT REAL BUSINESS CONDUCT/.5 HOUR PER WEEK. JUST NEED TO TRANSFER THE INCOME FROM TFA/WFG TO THIS PASS-THROUGH BUSINESS ACCOUNT./HOURS.MONTH:2
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-11 |
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