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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-02 |
| NC | RA | APPROVED | 2016-09-20 |
| TX | RA | APPROVED | 2016-09-20 |
Branch Locations
363 N Sam Houston Parkway E Suite 200, Houston, TX 77060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Houston | TX | 03/2013 | Present |
| Wfgia | Houston | TX | 06/2005 | Present |
| Heartland Institute Of Financial Education (Hife) | Greenwood Village | CO | 08/2012 | 02/2018 |
| Rental Income/Sole Proprietor | Houston | TX | 11/2013 | Present |
| Christian Job Corps Of Houston | Houston | TX | 12/2016 | 10/2018 |
| Infosys | Houston | TX | 10/2018 | 07/2019 |
| Technoria Llc | Houston | TX | 07/2019 | Present |
| Fund Raising-Not Applicable | Houston | TX | 03/2020 | 09/2022 |
| Zpro Solutions | Naples | FL | 08/2021 | Present |
| Lspn Pro, Llc | Lindon | UT | 09/2021 | Present |
| National Association Of Registered Social Security Analysts | Melville | NY | 10/2021 | Present |
| Premier Force Global Llc | Houston | TX | 06/2022 | Present |
| Wfg Greenspoint Llc | Houston | TX | 10/2024 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Premier Force Global LLC / 0622-Present / Investment Related: No / 1706 Spring Street Houston, TX 77007 / Co-Owner / Equipment supplies/ Hrs. Work Monthly: 20 / Sec Trading Hrs: 0 / Procurement and shipment of farming and Transportation equipment upon request National Association of Registered Social Security Analysts (NARSSA)/ 1021-Present / Investment Related: No / 68 South Services Road, Suite 100 Melville, NY 11747 / Analysts / Social Security Analysis/ Hrs. Work Monthly: 20 / Sec Trading Hrs: 0 / Inform prospective clients that I can be a valuable resource in navigating the Social Security Landscape , Collect the necessary inform for an analysis, Provide them with a report/advice on the best options for optimizing their Social Security Benefit LSPN Pro, LLC / 0921-Present / Investment Related: No /100 N. State Street, Ste B, Lindon, UT 84042 / Independent Rep / Estate Planning Services / Hrs. Work Monthly: 5 / Sec Trading Hrs: 0 / Client communications, Marketing, and referring potential clients ZPro Solutions\ Not Investment Related\ 5270 Golden Gate Parkway, suite 104 Naples FL34116| https://zprosolutions.com/ IT Consulting | Consulting | Start Date: 8/9/2021 | 100hr/mo-3hr During Trading | "'- Assist with conducting meetings between the Technical Development Team and the Functional Business SMEs/Stakeholders - Document meeting minutes and develop Functional Design Documents - Occasionally assist with Code Review and Testing Exercises" RENTAL INCOME/SOLE PROPRIETOR:NO/YES/1706 SPRING STREET, HOUSTON, TX 77007/SINGLE-FAMILY HOMES FROM WHICH RENTAL INCOME IS INTERMITTENTLY GENERATED/OWNER/11.1.2013/1/0/NO DAILY ACTIVITIES INVOLVED.IF THEIR IS AN OCCUPANT THEY MAKE A RENTAL DEPOSIT INTO A CHECKING ACCOUNT AT THE BEGINNNING OF THE MONTH. TECHNORIA LLC/0719-PRESENT/ INVESTMENT RELATED: NO /1706 SPRING STREET HOUSTON, TX 77007/OWNER/DIRECTOR/INFORMATION TECHNOLOGY (IT) CONSULTING SERVICES/hrs work monthly: 160/Sec trading hrs: 8/ duties: IMPLEMENTING INFORMATION TECHNOLOGY SOLUTIONS- SPECIFICALLY ENTERPRISE ASSET MANAGEMENT SOFTWARE SOLUTIONS- FOR COMPANIES WFG GREENSPOINT LLC POSITION: Member NATURE: All Non-Securities WFG office related transactions INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2024 ADDRESS: 363 NORTH SAM HOUSTON PARKWAY EAST SUITE 200, HOUSTON TX 77060, United States DESCRIPTION: No regular or usual daily activities expected with this OBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-29 |
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