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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-02 |
Branch Locations
9200 E. Mineral Avenue Penthouse Suite 400, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Professional Mortgage Source Llc | Greenwood Village | CO | 04/2005 | Present |
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 07/2021 | Present |
| World Financial Group, Inc. | Greenwood Village | CO | 06/2010 | Present |
| Professional Mortgage Source Llc (1) | Greenwood Village | CO | 12/2011 | Present |
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 01/2017 | 07/2019 |
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 03/2014 | 10/2016 |
| Netlaw | Foxfield | CO | 03/2026 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. PROFESSIONAL MORTGAGE SOURCE LLC (1)/Investment Related - No/6021 S Syracuse Way #305 Greenwood Village, Colorado 80111/MORTGAGE BUSINESS/MORTGAGE BROKER/04.2005/80/40/ORIGINATE MORTGAGE LOANS PROFESSIONAL MORTGAGE SOURCE LLC/Investment Related - No/6021 S Syracuse Way #305 Greenwood Village, Colorado 80111/MORTGAGE BUSINESS/MORTGAGE SPECIALIST/04.2005/80/40/ORIGINATE MORTGAGE LOANS NETLAW POSITION: Advisor NATURE: Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/04/2026 ADDRESS: 17118 E Davies Ave, Foxfield CO 80016, United States DESCRIPTION: Submit clients to use the NetLaw system to create their estate plan.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-02 |
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