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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2012-01-06 |
Branch Locations
14074 Trade Center Drive Suite 114, Fishers, IN 46038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Indianapolis | IN | 11/2004 | Present |
| Transamerica Financial Advisors, Inc | Indianapolis | IN | 01/2012 | Present |
| Net Law | Louiseville | KY | 11/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. NET LAW POSITION: Referral Partner NATURE: Legal Information Will's etc. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/15/2022 ADDRESS: 129 Shelbyville Rd., Suite 124, Louisville KY 40243, United States DESCRIPTION: Introduce a platform for estate planning tools.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-24 |
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