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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2017-08-03 |
Branch Locations
6375 S. Pecos Rd. Suite 200, Las Vegas, NV 89120 • United States
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 |
|---|---|---|---|---|
| Wfgia | Las Vegas | NV | 06/2001 | Present |
| Unum Provident | Chattanooga | TN | 01/1998 | Present |
| Stone Hill And Assoc | Salt Lake City | UT | 07/2003 | Present |
| Transamerica Financial Advisors, Inc | Las Vegas | NV | 01/2012 | Present |
| Elevate Insurance | Las Vegas | NV | 03/2018 | 06/2019 |
| Cornerstone Benefits & Insurance | Las Vegas | NV | 10/2019 | 04/2025 |
| Estate Concepts, Inc. | Las Vegas | NV | 07/1996 | Present |
| Core Nevada Llc - Coreprime | Las Vegas | NV | 05/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Stone Hill Associate; Investment Related/No; Salt Lake City, UT; 07/21/2003; Agent submit IHC Health Insurance; 3% of monthly time; 1% during securities trading; this is an activity where the representative/agent sells Health Insurance Plans; Unum Provident Corp.; Investment Related/No; Chattanooga, TN; agent selling disability insurance; 01/1998; 2% of 100% of monthly hours; 0% during securities trading hours; selling supplemental/ specialty insurance products ESTATE CONCEPTS, INC. POSITION: President NATURE: Pass-through entity INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/1996 ADDRESS: 10409 Niagara Falls Ln., Las Vegas NV 89144, United States DESCRIPTION: I am president of this corporation. This corporation has been used in the past to hire and compensate administrators, receptionist, secretaries, etc.Currently, I am the only employee of the company. CORE NEVADA LLC - COREPRIME POSITION: Agent NATURE: Health, dental, Medicare, and group medical insurance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2025 ADDRESS: 8919 W. Sahara Ave., Suite 150, Las Vegas NV 89117, United States DESCRIPTION: I help people purchase/enroll in individual medical and dental insurance. On occasion, I will help a small corporation/groups enroll in health and dental insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-30 |
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