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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-24 |
| IL | RA | APPROVED | 2022-02-17 |
Branch Locations
One Trans Am Plaza, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Oakbrook Terrace | IL | 09/2021 | Present |
| Wfgia | Oakbrook Terrace | IL | 03/2021 | Present |
| Pearson | Elk Grove Village | IL | 06/2016 | Present |
| Netlaw | Louisville | KY | 10/2024 | Present |
| Sole Prop | Villa Park | IL | 12/2013 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Pearson | 06/2016 | Elk Grove Village, IL | yes -investment related | Enrollment Advisor NETLAW POSITION: Referral partner NATURE: This company does estate planning services for clients. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/04/2024 ADDRESS: 12910 Shelbyville Road, Suite 124, Louisville KY 40243, United States DESCRIPTION: I will be referring Wills and Living Trusts to this company as a referral partnership. As I understand it, many advisors potentially use it as it's already approved. SOLE PROP POSITION: Song writer NATURE: Song writer INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/18/2013 ADDRESS: 252 Ardmore, Villa Park IL 60181, United States DESCRIPTION: None. I receive royalties and play a few shows every year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-22 |
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