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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2018-03-23 |
Branch Locations
9801 Washingtonian Blvd Suite 700, Gaithersburg, MD 20878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Rockville | MD | 03/2013 | Present |
| World Financial Group, Inc. | Rockville | MD | 01/2012 | Present |
| Nova Adult Home Care | Ashburn | VA | 06/2025 | Present |
| Lg Solutions Llc | Chantilly | VA | 11/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. NOVA ADULT HOME CARE POSITION: caregiver NATURE: adult daycare or home care INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2025 ADDRESS: 44675 Cape Ct, Suite 130, Ashburn VA 20147, United States DESCRIPTION: My father is living with me. He's 92 years old. I take care of him in the daily life. He just got LTC benefit approved and will use Nova Adult Home Care as service agency. The agency intended to hire me as a caregiver to keep taking care of my father at my home. It's going to be a home care. LG SOLUTIONS LLC POSITION: President NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/11/2025 ADDRESS: 13630 Clary Sage Dr, Chantilly VA 20151, United States DESCRIPTION: This is a single member OBA. As a president of OBA, I am responsible for the business production by working as an insurance and security agent under WFG/TFA. I am also responsible for the business financial and other management report, for example OBA accounting and tax preparation etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-16 |
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