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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2014-08-18 |
Branch Locations
1333 W. 120Th Ave. Suite 101, Westminister, CO 80234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Northglenn | CO | 10/2013 | Present |
| Wfgia | Northglenn | CO | 08/2013 | Present |
| The Pampered Chef | Addison | IL | 08/2005 | 07/2019 |
| Net Law Group Inc | Louisville | KY | 06/2020 | Present |
| Iqvia - Medical Research Entity | Durham | NC | 09/2020 | 12/2020 |
| Wealthwave | Northglenn | CO | 01/2016 | Present |
"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Wealthwave | marketing | investment related | co-brand company through WFGIA | 01/2016 | Northglenn, CO Net Law Group Inc. / 0620-Present /Investment Related: No/ 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243/Financial Professional / Estate Planning / Hrs Work: 1/ Sec trading Hrs: 1 / Just am option I can offer to clients when discussing estate planning
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-28 |
| S65 | Uniform Investment Adviser Law Examination | 2014-08-02 |
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