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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 | 2022-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Distributors, Llc | Detroit | MI | 01/2013 | 10/2020 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 01/2013 | 10/2020 |
| Transamerica Financial Advisors, Inc | Tampa | FL | 02/2022 | Present |
| World Financial Group, Inc. | Tampa | FL | 01/2022 | Present |
| Massmutual Insurance Company | Springfield | MA | 01/2012 | 10/2020 |
| Retired | Tampa | FL | 11/2020 | 09/2021 |
| Exp Commercial | Siesta Key | FL | 09/2021 | Present |
| Nexa Mortgage, Llc | Chandler | AZ | 11/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc EXP COMMERCIAL/Investment Related - Yes/5039 Ocean Blvd., Siesta Key, FL 34242 1-855-452-0263/Commercial Real Estate Brokerage Firm/Commercial Real Estate Advisor/9.2021/120/80/Tenant / Landlord Representative Industrial and Multifamily Commercial Advisor NEXA MORTGAGE, LLC POSITION: Mortgage Loan Originator NATURE: Mortgage Broker INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 11/08/2023 ADDRESS: 3100 W Ray Road #201, Office #209, Chandler AZ 85226, United States DESCRIPTION: Provide lending solutions for both consumers and small businesses.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-04-13 |
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