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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 | 2013-05-02 |
Branch Locations
9200 E. Mineral Avenue Penthouse Suite 400, Centennial, CO 80112 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 01/2013 | Present |
| World Financial Group, Inc. | Greenwood Village | CO | 11/2012 | Present |
| Denver Kids Inc. | Denver | CO | 01/2016 | 12/2017 |
| Parkinson Of The Rockies | Denver | CO | 02/2018 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. PARKINSON OF THE ROCKIES/NO/1325 S Colorado Blvd. Denver, CO 80222/Executive Director/2/12/2018/non-profit supporting people diagnosed and living with Parkinsons/200/8/fun day to day operations of this non-profit. Manage a team of 6+ individuals/approved with restrictions
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-05-11 |
| S65 | Uniform Investment Adviser Law Examination | 2013-04-08 |
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