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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 | 2025-01-28 |
Branch Locations
830 Morris Turnpike Suite 208, Short Hills, NJ 07078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Short Hills | NJ | 08/2017 | 12/2024 |
| Transamerica Financial Advisors, Inc | Short Hills | NJ | 01/2025 | Present |
| Wfgia | Short Hills | NJ | 05/2013 | Present |
| Indeed, Inc. | New York | NY | 06/2019 | Present |
| Student | Princeton | NJ | 09/2013 | 06/2017 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. INDEED, INC./Investment Related - No/1120 6th Ave #9f, New York, NY 10036/Indeed.com operates a job search website./Product Manager/06.2019/160/160/Manage roadmap for product features
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-23 |
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