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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 | 2026-08-31 |
| CO | RA | APPROVED | 2026-02-10 |
| TX | RA | APPROVED_RES | 2023-08-15 |
Branch Locations
9200 E. Mineral Avenue Penthouse Suite 400, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Greenwood Village | CO | 07/2014 | Present |
| Wfgia | Greenwood Village | CO | 02/2014 | Present |
| Trizetto Corporation | Englewood | CO | 05/2012 | 06/2017 |
| Net Law Group Inc. | Louisville | KY | 09/2021 | Present |
| Greengrass House | Parker | CO | 07/2025 | Present |
| Decatur House | Denver | CO | 07/2025 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Net Law Group Inc. / 0921-Present / Investment Related: No / 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243/ Agent / Legal Software / Hrs. Work Monthly: 1/ Sec Trading Hrs: 0 / Helping clients get a will trust TRIZETTO CORPORATION/INVESTMENT RELATED - NO/6689 MAROON CIRCLE, ENGLEWOOD, CO 80111/HEALTHCARE IT/TECHNICAL INSTRUCTOR/05.2012/160/0/TRAINING#10;#10; GREENGRASS HOUSE POSITION: landlord NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/09/2025 ADDRESS: 8744 Greengrass Way, Parker CO 80134, United States DESCRIPTION: lease management, collect rent DECATUR HOUSE POSITION: landlord NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/09/2025 ADDRESS: 1872 S. Decatur St., Denver CO 80129, United States DESCRIPTION: landlord, lease management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-09-27 |
| S65 | Uniform Investment Adviser Law Examination | 2018-08-17 |
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