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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-03-10 |
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 |
|---|---|---|---|---|
| Truist Investment Services | Orlando | FL | 07/2014 | 07/2022 |
| U.S. Bank | Spencer | IA | 08/2022 | 05/2024 |
| Wfgia | Cedar Rapids | IA | 01/2025 | Present |
| Transamerica Financial Advisors, Llc | Cedar Rapids | IA | 03/2025 | Present |
| Unemployed | Emmetsburg | IA | 05/2024 | 12/2024 |
As employee of Transamerica Financial Advisors, may perform home office functions for other business units
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-18 |
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