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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-09 |
| NJ | RA | APPROVED | 2017-02-14 |
| NC | RA | APPROVED | 2012-03-06 |
| OH | RA | APPROVED | 2012-01-06 |
| TX | RA | APPROVED | 2012-01-06 |
Branch Locations
3 W Garden St. Suite 349, Pensacola, FL 32502 • 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 | Pensacola | FL | 06/2001 | Present |
| Transamerica Financial Advisors, Inc | Pensacola | FL | 01/2012 | Present |
| Ps Kingrey & Co, Llc | Dayton | OH | 01/2016 | Present |
| The Church Of Jesus Christ Of Latter-Day Saints (Miamisburg Ward | Centerville | OH | 06/2020 | 07/2024 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc PS KINGREY & CO, LLC; 01/01/2016; NOT INV RELATED; OWNER; 170 E. SPRING VALLEY PIKE, UNIT A, DAYTON, OH 45458; THIS COMPANY IS SOLELY FOR TAX PROTECTION PURPOSES. THE ONLY BUSINESS CONDUCTED THROUGH THIS LLC IS MY TFG BUSINESS THAT I CURRENTLY AM INVOLVED IN; 120 HRS/MO; 6 TRADING; TFG ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-26 |
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