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400 Broadway, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-07 |
| FL | RA | APPROVED | 2020-11-10 |
Branch Locations
3903 Northdale Blvd Suite 290-E, Tampa, FL 33624 • United States
400 Broadway 4Th Floor, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Tampa | FL | 04/2016 | 06/2018 |
| Transamerica Agency Network | Tampa | FL | 01/2016 | 06/2018 |
| Independent Agent | Tampa | FL | 06/2018 | 03/2019 |
| Western Southern Life | Tampa | FL | 03/2019 | Present |
| W&S Brokerage Services | Cincinnati | OH | 04/2019 | Present |
WESTERN SOUTHERN LIFE- NO- TAMPA, FL- FULL TIME AGENCY MANAGER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-08 |
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