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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-11-20 |
| KS | RA | APPROVED | 2020-09-09 |
| CO | RA | APPROVED | 2017-09-13 |
Branch Locations
901 S. Main Street Suite 7, Stillwater, OK 74074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Stillwater | OK | 02/2009 | Present |
| Transamerica Financial Advisors, Inc | Stillwater | OK | 01/2012 | Present |
| Heartland Institute | Aurora | CO | 06/2012 | Present |
| Rental Property | Tucson | AZ | 02/2016 | Present |
| Code 4 Security | Ft Collins | CO | 09/2017 | Present |
| Jackson Hewitt Tax Services | Topeka | KS | 01/2021 | Present |
| Farview Farms | Topeka | KS | 12/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. FARVIEW FARMS POSITION: Laborer NATURE: Custom and retail meat processing INVESTMENT RELATED: No NUMBER OF HOURS: 36 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 6325 NW Topeka Blvd, Topeka KS 66617, United States DESCRIPTION: Wednesday 7:30-12 I wash and weigh carcasses Thursday 7:30-12 I cut and package meats
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-27 |
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