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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 | 2014-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miami Township | Miamisburg | OH | 05/2026 | Present |
| Transamerica Financial Advisors, Inc | Centerville | OH | 11/2014 | Present |
| Wfgia | Centerville | OH | 10/2014 | Present |
| Strategic Solutions | Norwalk | OH | 05/2014 | 11/2017 |
| Net Law | Luoisville | KY | 06/2024 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. NET LAW \ POSITION: employee NATURE: Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/21/2024 ADDRESS: 12910 Shelbyville Rd, Luoisville KY 40243 \ DESCRIPTION: Sending out referral invites when a client discusses having a need for a will or trust. MIAMI TOWNSHIP POSITION: Fiscal Officer NATURE: Township Adminstration INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 05/18/2026 ADDRESS: 2700 Lyons Rd, Miamisburg OH 45342, United States
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-03 |
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