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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-01-09 |
| NC | RA | APPROVED | 2024-08-29 |
| TX | RA | APPROVED_RES | 2024-08-29 |
| AL | RA | APPROVED | 2023-07-26 |
| PR | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Florence | AL | 11/2016 | Present |
| World Financial Group, Inc. | Florence | AL | 10/2016 | Present |
| Ameriprise Financial | Alpharetta | GA | 11/2011 | 10/2016 |
| Jeffrey Stone Fine Art | Alpharetta | GA | 12/2019 | 06/2026 |
As an employee of Transamerica Financial Advisors (TFA), employees may perform home office functions for other business units.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-20 |
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