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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 | 2025-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.D. Vest Investment Services | Worcester | MA | 07/2014 | 03/2017 |
| Archer Investment Corporation | Indianapolis | IN | 09/2017 | 12/2018 |
| Tax Express Group | Worcester | MA | 01/1999 | 05/2023 |
| Avantax Advisory Services | Worcester | MA | 03/2022 | 01/2023 |
| Avantax Insurance Agency, Llc | Worcester | MA | 03/2022 | 01/2023 |
| Avantax Investment Services Inc. | Worcester | MA | 04/2022 | 01/2023 |
| The Prudential Insurance Company Of America | Marlborough | MA | 01/2023 | 08/2023 |
| Pruco Securities Llc | Marlborough | MA | 01/2023 | 08/2023 |
| Mensah Insurance Agency | Worcester | MA | 01/2022 | 05/2023 |
| Citizens Securities Inc., | Littleton | MA | 08/2023 | 02/2024 |
| World Financial Group, Inc. | Canton | MA | 10/2019 | Present |
| Tax Express Group | Worcester | MA | 01/1999 | Present |
| Transamerica Financial Advisors, Llc | Canton | MA | 08/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Tax Express Group Position: Owner/Director/CPA 166 Lincoln Street | Worcester, MA 01605 Start Date: 1/1999 Tax prep, mostly seasonal 25 hours per month, 5 hours per month during securities trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-12 |
| S65 | Uniform Investment Adviser Law Examination | 2022-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-17 |
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