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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-12 |
Branch Locations
601 Cleveland St Suite 501-24, Clearwater, FL 33755 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed Insurance Agent | Valrico | FL | 11/2015 | 04/2017 |
| Paulson Investment Company, Llc | Tampa | FL | 04/2017 | 10/2018 |
| Pruco Securities Llc | Tampa | FL | 10/2020 | 04/2021 |
| United Healthcare Independent Agent | Tampa | FL | 07/2017 | Present |
| World Financial Group | Clearwater | FL | 10/2021 | Present |
| Transamerica Financial Advisors | Clearwater | FL | 10/2021 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Independent Medicare/Health agent with United Healthcare; not investment related; Address: 16307 Bayberry View Drive Lithia, FL 33547; nature of business: assist customers with their Medicare decisions; position: licensed agent; start date: 07/2017; 30 hours/month; 20 trading hours/month; duties: assist people with their Medicare decisions
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-09-22 |
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