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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 | 2021-01-13 |
| WI | RA | APPROVED | 2012-01-06 |
Branch Locations
601 Cleveland St Suite 501-24, Clearwater, FL 33755 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Clearwater | FL | 04/2009 | Present |
| Transamerica Financial Advisors, Inc | Clearwater | FL | 01/2012 | Present |
| North Central Group | Middleton | WI | 02/2014 | 11/2017 |
| Natus Medical Incorporated | Middleton | WI | 10/2014 | 08/2019 |
| Hufcor Inc | Janesville | WI | 11/2017 | 11/2020 |
| Doordash | Stoughton | WI | 09/2020 | 12/2021 |
| Natus Medical Inc | Pleasanton | CA | 11/2020 | 03/2023 |
| Uber | St. Petersburg | FL | 01/2022 | Present |
| Lyft | St. Petersburg | FL | 01/2022 | Present |
| Statlab Medical Products | Mckinney | TX | 03/2023 | 12/2024 |
| Dreampath Diagnostics | New York | NY | 12/2024 | 10/2025 |
| Mercedes Scientific | Lakewood Ranch | FL | 10/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Uber / 0122-Present / Investment Related: No /3680 46th Ave S, Apt 622, St. Petersburg, FL 33711 / Uber Driver / Independent Contractor / Hrs. Work Monthly: 20 / Sec Trading Hrs: 1 / Independent contractor - driver for Uber Lyftt / 0122-Present / Investment Related: No /3680 46th Ave S, Apt 622, St. Petersburg, FL 33711 / Lyft Driver / Independent Contractor / Hrs. Work Monthly: 20 / Sec Trading Hrs: 1 / Independent contractor - driver for Lyft Doordash/NO/1601 HEL AVE APT 302 STOUGHTON WI 53589/09/11/2020/INDEPENDANT CONTRACTOR/40/3/I AM A 1099 INDEPENDANT CONTRACTOR DELIVERY DRIVER FOR DOORDASH. I SET MY OWN HOURS. DOORDASH SEND ME ORDERS TO DELIVER. I GET A FEE TO DELIVER FOR DOORDASH ORDERS MERCEDES SCIENTIFIC POSITION: VP of Sales NATURE: sells medical supplies to labs INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 6 START DATE: 10/13/2025 ADDRESS: 12210 Rangeland Parkway, Lakewood Ranch FL 34211, United States DESCRIPTION: I sell to labs in hospitals, reference labs, dermatology clinics for lab supplies needed to process specimens for cancer and disease detection
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-10 |
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