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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 | 2026-06-02 |
| OH | RA | APPROVED | 2014-07-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Cincinnati | OH | 07/2014 | Present |
| World Financial Group, Inc. | Cincinnati | OH | 06/2014 | Present |
| United Health Care | Minneapolis | MN | 05/2017 | 08/2022 |
| Anthem Blue Cross Blue Shield | Indianapolis | IN | 07/2017 | 08/2022 |
| Med Mutual | Cleveland | OH | 10/2017 | 08/2022 |
| Silver Scripts | Phoenix | AZ | 10/2017 | 08/2022 |
| Envisionrxplus | Twinsburg | OH | 10/2017 | 08/2022 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-01 |
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