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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 | 2024-07-03 |
| OH | RA | APPROVED | 2013-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Dayton | OH | 09/2009 | Present |
| Transamerica Financial Advisors, Inc | Dayton | OH | 01/2012 | Present |
| Junior Achievement | Dayton | OH | 03/2013 | 05/2019 |
| Centerville High School Hockey Coach | Centerville | OH | 12/2019 | 03/2020 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-09 |
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