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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities, Llc | Saddle Brook | NJ | 01/2020 | 10/2021 |
| New York Life Insurance Company | Saddle Brook | NJ | 11/2019 | 10/2021 |
| World Financial Group Transamerica | Whitestone | NY | 07/2019 | 11/2019 |
| J.P. Morgan Securities Llc | Flushing, | NY | 10/2021 | 04/2022 |
| Transamerica Financial Advisors, Inc | Great Neck | NY | 04/2024 | Present |
| Wfgia | Great Neck | NY | 04/2024 | Present |
| Tjl Realty International Llc | Briarcliff Manor | NY | 08/2010 | 07/2019 |
| World Financial Group | Houston | TX | 05/2022 | 07/2023 |
| Unemployed | Briarcliff Manor | NY | 07/2023 | 04/2024 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-18 |
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