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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lynx Financial Group, Llc | West Chester | OH | 06/2001 | Present |
| Ac Group, Llc | Loveland | OH | 04/2007 | Present |
| World Financial Group, Inc. | Cincinnati | OH | 05/2008 | Present |
| Transamerica Financial Advisors, Inc | Cincinnati | OH | 01/2012 | Present |
| Net Law Group Inc. | Louisville | KY | 02/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. LYNX FINANCIAL GROUP, LLC/NO/7395 KINGSGATE WAY WEST CHESTER OH 45064/OWNER/VP/06/2001/DAY TO DAY OPERATIONS AC GROUP, LLC/NO/3255 PAULS POINTE CT LOVELAND OH 45140/CONSULTING BUSINESS PRESIDENT 4/2007/0 HOURS DEVOTED TO BUSINESS NET LAW GROUP INC. POSITION: representative NATURE: wills/trusts INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/14/2023 ADDRESS: 12910 Shelbyville Rd, #124, Louisville KY 40243, United States DESCRIPTION: periodic placement of clients who need wills/trusts prepared
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-03 |
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