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6400 C Street Sw, Cedar Rapids, IA 52499 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-17 |
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 |
|---|---|---|---|---|
| Franklin Templeton Distributors, Inc. | St Petersburg | FL | 06/2002 | 10/2020 |
| Franklin Templeton Financial Services Corp. | St. Petersburg | FL | 02/2020 | 10/2020 |
| Symmetry Financial Group | Swannanoa | NC | 04/2021 | 08/2021 |
| Transamerica Investors Securities Corporation | St. Petersburg | FL | 08/2021 | Present |
| Transamerica Life Insurance Company | St. Petersburg | FL | 08/2021 | Present |
| Unemployed | Clearwater | FL | 10/2020 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-19 |
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