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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-06 |
| MI | RA | APPROVED | 2014-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Bridgeport | MI | 02/2014 | Present |
| World Financial Group, Inc. | Bridgeport | MI | 01/2013 | Present |
| Winn Financial Services | New Lothrop | MI | 01/2013 | Present |
| Bni | Charlotte | NC | 02/2017 | 02/2021 |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). WINN FINANCIAL SERVICES/INVESTMENT RELATED - NO/17126 BUECHE RD. NEW LOTHROP, MI 48460 810-241-3376/ACCOUNTING/ PRESIDENT; BOOKKEEPING AMP; TAX PREPARATION SERVICES FOR INDIVIDUALS AND SMALL BUSINESSES./DATA ENTRY/02.2013/60/60/ENTERING W2APOS;S, 1099APOS;S AND OTHER TAX RELATED DOCUMENTS INTO PROSERIES TAX SOFTWARE. I ALSO ENTER TRANSACTIONS FROM CHECKING ACCOUNTS AND CREDIT CARDS IN QUICKBOOKS ACCOUNTING SOFTWARE AND RECONCILE BANK STATEMENTS.#10;#10;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-14 |
| S65 | Uniform Investment Adviser Law Examination | 2014-03-04 |
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