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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Cincinnati | OH | 06/2010 | Present |
| Transamerica Financial Advisors, Inc | Cincinnati | OH | 01/2012 | Present |
| Fraternal Order Of Police Associate Lodge 38 | Sharonville | OH | 04/2013 | 11/2016 |
| Servpro Restoration | Cincinnati | OH | 09/2018 | 08/2022 |
| Wealthwave | Cincinnati | OH | 01/2016 | Present |
| Bhuff Construction | Hamilton | OH | 01/2024 | Present |
| Lazy H's Ranch | Hamilton | OH | 12/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Wealthwave | marketing | WFGIA co-brand company | investment related | 01/2016 | 11421 Chester Rd., Cincinnati OH 45236 BHUFF CONSTRUCTION POSITION: Owner NATURE: Construction services INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 5 START DATE: 01/24/2024 ADDRESS: 2340 Minton Rd., Hamilton OH 45013, United States DESCRIPTION: Construction services, estimating jobs and marketing. LAZY H'S RANCH POSITION: Owner NATURE: Equine Boarding Facility INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 5 START DATE: 12/10/2024 ADDRESS: 5096 Hamilton Scipio Rd., Hamilton OH 45013, United States DESCRIPTION: Feed, water and general care of horses housed on my residential property. Managing of board/lease agreement with horse owners. Invoicing and fee collection.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-10 |
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