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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 | 2024-09-16 |
| NY | RA | APPROVED | 2024-09-13 |
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 | 03/2024 | Present |
| World Financial Group, Inc. | Short Hills | NJ | 07/2022 | Present |
| Icon Parking | New York | NY | 01/2023 | 02/2024 |
| City Winery | New York | NY | 02/2017 | 01/2023 |
| Jrpp Llc | Elmhurst | NY | 02/2023 | Present |
| Concord Music Group | New York | NY | 03/2016 | 02/2017 |
| Lvrn Records Llc | Atlanta | GA | 11/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. JRPP LLC/Investment Related - No/8302 Cornish Ave Apt 3D/to produce Pamp;L and balance sheet reports to be reviewed by the owners of the company. /Owner/02.2023/2/0/the production of Pamp;L and balance sheet reports. review business activities such as sales and expenses to ensure budgets are met LVRN RECORDS LLC POSITION: Accounting Manager NATURE: Music Record Label INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 4 START DATE: 11/04/2024 ADDRESS: 229 Bradberry St SW,, Atlanta GA 30313, United States DESCRIPTION: Creating accounting policies and implementing policies and procedures Establishing internal controls and guidelines for accounting transactions Preparing financial statements, business activity reports, KPI analysis and budget to actualreports Project accounting and reporting Reviewing month end close, journal entries, account reconciliations and supporting schedules Process and oversee payroll Ensure AP and AR aging is up to date and processed in a timely manner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-13 |
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