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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 | 2026-02-13 |
| NC | RA | APPROVED | 2024-02-27 |
| TX | RA | APPROVED | 2024-02-20 |
| OH | RA | APPROVED | 2022-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Dayton | OH | 11/2021 | Present |
| Wfgia | Dayton | OH | 08/2021 | Present |
| Lawson Boat And Motor | Jamestown | NY | 05/2017 | 08/2019 |
| Student | Huntsburg | OH | 08/2010 | 05/2019 |
| Student | Oxford | OH | 08/2019 | 08/2023 |
| Wealthwave | Centerville | OH | 10/2023 | Present |
| Netlaw | Louisville | KY | 06/2024 | Present |
| Heartland Institute Of Financial Education | Greenwood Village | CO | 03/2026 | Present |
Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Netlaw;Estate Planning; Referral Agent; not investment related; 1 hr during trading; Louisville, KY HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: Certified Financial Educator NATURE: Financial Education INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2026 ADDRESS: 8301 E Prentice Ave, Suite 312, Greenwood Village CO 80111, United States DESCRIPTION: I prom9ote and provide financial education courses to businesses and employer groups as a Heartland CFEd.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-28 |
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