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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-01-11
  • MD RA
    APPROVED
    Since 2024-01-11

Branch Locations

16901 Melford Blvd. Suite 322, Bowie, MD 20715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Premier Life Insurance Bowie MD 11/2012 Present
Transamerica Financial Advisors, Inc Bowie MD 09/2018 Present
Amway Pasadena MD 06/2020 01/2022
Transamerica Agency Network Bowie MD 11/2012 Present
United Financial Services (Ufs) Bowie MD 09/2023 Present
Morty, Inc. Brooklyn NY 01/2026 Present
  • 11/2012 → Present
    Transamerica Premier Life Insurance
    Bowie, MD
  • 09/2018 → Present
    Transamerica Financial Advisors, Inc
    Bowie, MD
  • 06/2020 → 01/2022
    Amway
    Pasadena, MD
  • 11/2012 → Present
    Transamerica Agency Network
    Bowie, MD
  • 09/2023 → Present
    United Financial Services (Ufs)
    Bowie, MD
  • 01/2026 → Present
    Morty, Inc.
    Brooklyn, NY
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Transamerica Financial Advisors/Investment Related - Yes/570 Carillon Pkwy St. Petersburg, FL 33716 (800) 322-7161/Marketing financial services products to businesses and consumers./Managing Director/07.2018/160/160/I oversee a team of 7 insurance representatives. I manage the team and provide them training, education, insight, and work with them in the field. UNITED FINANCIAL SERVICES (UFS) POSITION: Associate Director NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 09/19/2023 ADDRESS: 16901 MELFORD BLVD, Suite 322, Bowie MD 20715, United States DESCRIPTION: Oversee the sale of life insurance products. I also meet with clients to sell life insurance products. TRANSAMERICA AGENCY NETWORK POSITION: ASSOCIATE DIRECTOR NATURE: Life Insurance Sales INVESTMENT RELATED: Yes; NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 11/01/2012 ADDRESS: 16901 Melford Blvd, Suite 322, BOWIE MD 20715, United States DESCRIPTION: I oversee the daily activities of a team of life insurance agents. I also accompany individual life insurance agents on client meetings in that role of manager. I also meet with personal clients to assess their insurance needs. MORTY, INC. POSITION: Mortgage Originator NATURE: Mortgage Origination INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: 1002 Dean St, Suite 21, Brooklyn NY 11238, United States DESCRIPTION: I will be offering mortgage origination to non-TFA clients who are in the market to purchase or refinance their mortgage.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-06-09
S65 Uniform Investment Adviser Law Examination 2020-01-15
  • S63 Uniform Securities Agent State Law Examination
    2023-06-09
  • S65 Uniform Investment Adviser Law Examination
    2020-01-15
Other Names
  • Brandon Micheal Reichert

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