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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 | 2025-04-08 |
Branch Locations
700 Military Cutoff Rd. Suite 104, Wilmington, NC 28405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Southern Life | Wilmington | NC | 12/2008 | 02/2025 |
| Transamerica Financial Advisors, Llc | Wilmington | NC | 04/2025 | Present |
| Transamerica Agency Network | Baltimore | MD | 03/2025 | Present |
| United Fianacial Service (Ufs) | Baltimore | MD | 03/2025 | Present |
| Unemployed | Wilmington | NC | 02/2025 | 03/2025 |
| Port City Mushroom, Llc | Wilmington | NC | 02/2022 | Present |
| Ws Brokerage Service | Cincinnati | OH | 07/2009 | 02/2025 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. As employee of Transamerica Financial Advisors, may perform home office functions for other business units Port City Mushroom / 0222-Present / Investment Related: No / 205 S 4th Street Wilmington, NC 28404 / Registered Agent / Nature of Business/ Hrs. Work Monthly:0 / Sec Trading Hrs.:0 / I am listed as a person to receive mall from the state as a second contact. TRANSAMERICA AGENCY NETWORK/ 0325-Present / Investment Related: No / 1201 Willis Street Suite 800 Baltimore, MD 21231 /Associate Director / Training & Development/ Hrs. Work Monthly: 100 / Sec Trading Hrs.: / Train, develop, sales recruit United Financial Service / 0325-Present / Investment Related: Yes /1201 Willis Street 800 Baltimore, MD 21231 / Agent of Transamerica / Nature of Business/ Hrs. Work Monthly: / Sec Trading Hrs.: / Work with clients in offering additional products and services such as Long-term, Medicare Supplement, disability.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-29 |
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