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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-14 |
| TX | RA | APPROVED_RES | 2015-09-16 |
| OH | RA | APPROVED | 2012-01-06 |
Branch Locations
4357 Ferguson Dr Suite 180, Cincinnati, OH 45245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Cincinnati | OH | 04/2009 | Present |
| Transamerica Financial Advisors, Inc | Cincinnati | OH | 01/2012 | Present |
| Gr Milord, Inc | Cincinnati | OH | 01/2017 | Present |
| Wealthwave | Cincinnati | OH | 01/2023 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc WealthwaveCincinnatiOhioUnited StatesNoFinancial Professional 01/2023PRESENT GR MILORD, INC/NO/5659 SHADY HOLLOW LANE, CINCINNATI, OH, 45230/THIS WILL BE THE BUSINESS NAME FOR FILING/PAYING TAXES/SECRETARY/01.09.2017/20/0/KEEPING TRACK OF PAYING BUISNESS EXPENSES AND FILING TAXES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-05-15 |
| S65 | Uniform Investment Adviser Law Examination | 2009-05-12 |
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