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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2024-04-29 |
| OH | RA | APPROVED | 2023-02-09 |
| PA | RA | APPROVED | 2023-02-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Columbia | MD | 08/2018 | 09/2018 |
| Independent Solutions | New Park | PA | 08/2016 | 08/2018 |
| Unemployed | New Park | PA | 10/2018 | 08/2020 |
| Transamerica Financial Advisors, Inc | Kirtland | OH | 02/2023 | Present |
| World Financial Group, Inc. | Kirtland | OH | 12/2022 | Present |
| Equitable Advisors | New Park | PA | 09/2020 | 12/2022 |
| Independent Solutions | New Park | PA | 10/2018 | 08/2020 |
| Duquesne Light Co. | Pittsburgh | PA | 08/2021 | Present |
| Exelon Corporation | Chicago | IL | 09/2019 | 08/2021 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. DUQUESNE LIGHT CO./Investment Related - No/Duquesne Light Company 411 Seventh Avenue (6-1) Pittsburgh, PA 15219/Union Representative/Union Representative/08.2021/40/130/Union employee and representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-09 |
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