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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-02 |
| TX | RA | APPROVED_RES | 2021-04-14 |
| CO | RA | APPROVED | 2014-04-03 |
Branch Locations
9200 E. Mineral Avenue Penthouse Suite 400, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Centennial | CO | 08/2005 | Present |
| Transamerica Financial Advisors, Inc | Centennial | CO | 01/2012 | Present |
| Strategy Design Llc | Littleton | CO | 03/2012 | Present |
| Netlaw Group | Louiseville | KY | 02/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC STRATEGY DESIGN LLC; NOT INVESTMENT RELATED; 7449 S GALLUP STREET, LITTLETON CO 80120; ENTITY IS A PASSTHROUGH FOR TAX PURPOSES ONLY. THERE IS NO OTHER FUNCTION OTHER THAN THIS; OWNER/PRESIDENT; 03/2012; 2 HRS/MONTH NETLAW GROUP POSITION: referral agent NATURE: Wills and Trusts INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/13/2023 ADDRESS: 12910 Shelbyville Road, Ste 124, Louiseville KY 40243, United States DESCRIPTION: NONE just an option for clients for their estate needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-20 |
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