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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 | 2026-01-02 |
| NC | RA | APPROVED | 2023-07-31 |
| TX | RA | APPROVED_RES | 2020-09-19 |
| AZ | RA | APPROVED | 2015-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Tucson | AZ | 10/2014 | Present |
| World Financial Group, Inc. | Tucson | AZ | 03/2013 | Present |
| Mccray Enterprises, Llc | Mesa | AZ | 03/2016 | Present |
| Arizona Department Of Child Safety | Phoenix | AZ | 10/2016 | Present |
| Debtmerica | Santa Ana | CA | 06/2019 | 03/2022 |
| Nationwide Employee Benefits | Columbus | OH | 02/2020 | Present |
| Az Tax Accounting And Consulting Services (Az Tacs) | Mesa | AZ | 07/2020 | Present |
| Wealthwave | Alpharetta | GA | 11/2017 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). WealthWave | Marketing | investment related | co-brand company through WFGIA | 11/2017 | Alphareta, GA AZ Tax Accounting and Consulting Services (AZ TACS)/ 0720-Present / Investment Related: No / 4148 E Hampton Cir, Mesa, AZ 85206 / Partner, tax preparer / tax preparation / Hrs Work Monthly: 80 / Sec Trading Hrs: 5 / prepare taxes for clients. MCCRAY ENTERPRISES, LLC/MEMBER/INVESTMENT RELATED-NO/1839 S ALMA SCHOOL RD, STE 380, MESA, AZ/3-14-2016/0/0/NONE ARIZONA DEPARTMENT OF CHILD SAFETY /NO/3003 N CENTRAL AVE, 23RD FLOOR, PHOENIX, AZ, 85012/CHILD SAFETY AND REFUNDING OF EXPENSES FOR FOSTER CARE/FOSTER PARENT/10.01.2016/0/0/PARENT OF FOSTER CHILDREN NATIONWIDE EMPLOYEE BENEFITS / emp dates: 0220 TO PRESENT/ INVESTMENT RELATED: NO /address: ONE NATIONWIDE PLAZA COLUMBUS, OH 43215/ position: SALES / nature of business: EMPLOYEE BENEFIT SALES/hrs work monthly: 5/Sec trading hrs: 1/ duties: DISCUSS WITH HR OR BUSINESS OWNERS EMPLOYEE BENEFIT OPTIONS SUCH AS GROUP LIFE, STD, LTD, ETC OBA Amendment Update: NATIONWIDE EMPLOYEE BENEFITS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-04 |
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