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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-22 |
| IL | RA | APPROVED | 2018-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Chicago | IL | 01/2012 | 03/2018 |
| Transamerica Financial Advisors, Inc | Chicago | IL | 04/2018 | Present |
| World Financial Group, Inc. | Chicago | IL | 09/2008 | Present |
| Quantum Partners Llc | Chicago | IL | 04/2011 | Present |
| Entrepreneur Alliance, Inc. | Lincolnshire | IL | 09/2016 | 06/2023 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. QUANTUM PARTNERS LLC/Investment Related - No/2035 EVERGREEN AVE, CHICAGO, IL 60622 312-636-0186/PASSIVE INVESTMENT OF RENTAL PROPERTY/N/A/04.2011/0/0/N/A
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-22 |
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