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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-05-21 |
Branch Locations
25 Braintree Hill Office Park Suite 204-A, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Braintree | MA | 11/2009 | Present |
| Transamerica Financial Advisors, Inc | Braintree | MA | 01/2012 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc BAXTER BIOSCIENCE, 148 SIDNEY STREET, CAMBRIDGE, MASSACHUSETTS, 02139, NON-INVESTMENT RELATED, RESEARCH SCIENTIST, PHARMACEUTICAL RESEARCH, 160 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-25 |
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