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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 | 2023-12-18 |
| TX | RA | APPROVED | 2014-07-11 |
Branch Locations
6400 C St Sw, Cedar Rapids, IA 52499 • United States
Plano, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Cedar Rapids | IA | 04/2014 | Present |
| Wfgia | Cedar Rapids | IA | 05/2011 | Present |
| Nomad Productions | Lewisville | TX | 06/2017 | 06/2020 |
| On Demand Administrative Services | Richardson | TX | 12/2016 | 02/2019 |
| Richardson Adult Literacy Center | Richardson | TX | 01/2018 | 01/2025 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. |As an employee of Transamerica Financial Advisors, Inc., may perform home office functions for other business units.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-13 |
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