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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-11 |
| NJ | RA | APPROVED | 2022-03-15 |
| IL | RA | APPROVED | 2013-10-30 |
Branch Locations
One Trans Am Plaza, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Oakbrook Terrace | IL | 01/2005 | Present |
| Transamerica Financial Advisors, Inc | Oakbrook Terrace | IL | 05/2013 | Present |
| Heartland Institute Of Financial Education | Greenwood Village | CO | 06/2016 | Present |
| Net Law Inc. | Louisville | KY | 12/2020 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Net Law Inc. / 1220 -Present /Investment Related: No/ 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243/ Referral / Estate Planning / Hrs Work Monthly: .5 / Sec Trading Hrs: 0 / Refer clients who need services Heartland Institute of Financial Education/No/8301 East Prentice Avenue, Suite 312/Greenwood Village/CO/80111/A nonprofit organization whose mission is to promote financial literacy and college planning/College Consultant/06.01.2016/4/0/Promote college planning program.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-04-11 |
| S65 | Uniform Investment Adviser Law Examination | 2013-03-22 |
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