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777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2026-04-07 |
| WY | RA | APPROVED | 2026-03-26 |
| WI | RA | APPROVED | 2026-03-24 |
| MN | RA | APPROVED | 2026-03-20 |
| SD | RA | APPROVED | 2026-03-20 |
| CO | RA | APPROVED | 2024-12-10 |
| AK | RA | APPROVED | 2024-12-02 |
| UT | RA | APPROVED | 2024-11-27 |
| MT | RA | APPROVED | 2024-11-04 |
| OR | RA | APPROVED | 2024-11-04 |
| CA | RA | APPROVED | 2024-10-31 |
| ID | RA | APPROVED | 2024-10-31 |
| WA | RA | APPROVED | 2024-09-19 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Retirement Solutions | Denver | CO | 03/2015 | 09/2024 |
| Transamerica Investors Securities Corporation | Denver | CO | 04/2015 | 09/2024 |
| Missionsquare Investment Services | Washington | DC | 09/2024 | Present |
| Missionsquare Retirement | Washington | DC | 09/2024 | Present |
Name: UserTesting. Non-investment related. Nature of Business: Product and application reviews for companies. Address: 144 Townsend St., San Francisco, CA 94107. Position: Tester/Contributor. Start Date: 05/27/2021. Number of hours per month devoted to other business 5; during securities trading hours 0. Duties: I help provide feedback on software, websites, applications, etc. I can take as many or few of these as I like and I am compensated for each test I take part in. www.usertesting.com.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-09 |
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