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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-01-11 |
Branch Locations
16901 Melford Blvd. Suite 322, Bowie, MD 20715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-09 |
| S65 | Uniform Investment Adviser Law Examination | 2020-01-15 |
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