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9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-05-16 |
Branch Locations
Saint Petersburg, FL • United States
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Retirement Solutions | St. Petersburg | FL | 04/2013 | 05/2017 |
| Transamerica Retirement Solutions | St. Petersburg | FL | 05/2017 | 07/2021 |
| Transamerica Investors Securities Corporation | St. Petersburg | FL | 05/2013 | 12/2016 |
| Transamerica Investors Securities Corporation | St. Petersburg | FL | 05/2017 | 07/2021 |
| Alight Financial Solutions | Lincolnshire | IL | 04/2022 | Present |
| Unemployed | Saint Petersburg | FL | 07/2021 | 04/2022 |
I am a partner in Resource Investment Management LLC. Resource Investment Mangement LLC is a real estate investment business. We buy distressed homes and properties and renovate them for rent or sale.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-31 |
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