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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 | 2026-05-07 |
Branch Locations
8081 Philips Highway Suite 22, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Jacksonville | FL | 02/2015 | Present |
| Transamerica Financial Advisors, Inc | Jacksonville | FL | 08/2019 | Present |
| Affordable Care Agency | Jacksonville | FL | 08/2013 | Present |
| Acn | Concord | NC | 03/2015 | 12/2020 |
| Your Us Smart Home | Jacksonville | FL | 12/2019 | 12/2020 |
| Net Law Group Inc. | Louisville | KY | 05/2022 | Present |
| Lspn Pro Llc | Lindon | UT | 10/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Net Law Group Inc. / 0522-Present / Investment Related: No / 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243/ Referral Agent / Will -Trust documents / Hrs. Work Monthly: 2. / Sec Trading Hrs: 0 / I would not refer daily. Just as needed when a client wants a will or trust. I will submit the referral to Netlaw. AFFORDABLE CARE AGENCY/Investment Related - No/11700 Templeton Road, Jacksonville, FL 32258 904-891-2152/signing people up for health insurance on the health insurance marketplace./co owner/09.2013/20/0/signing people up for health insurance on the health insurance marketplace. LSPN PRO LLC POSITION: none NATURE: ESTATE PLANNING INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 30 START DATE: 10/15/2023 ADDRESS: 100 N. STATE STREET, Ste B, Lindon UT 84042, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATE PLANNING ISSUES, SCHEDULE APPOINTMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-25 |
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