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6400 C Street Sw, Cedar Rapids, IA 52499 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Duluth | GA | 05/2006 | 04/2022 |
| Transamerica Financial Advisors, Inc | Cedar Rapids | IA | 04/2022 | 09/2025 |
| Wfgia | Cedar Rapids | IN | 04/2022 | 09/2025 |
| Primerica Financial Services | Duluth | GA | 05/2006 | 04/2022 |
| Transamerica Investors Securities, Llc | Lawrenceville | GA | 09/2025 | Present |
| Transamerica Life Insurance Company | Lawrenceville | GA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-01 |
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