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6400 C Street Sw, Cedar Rapids, IA 52499 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial | Radnor | PA | 06/2018 | 08/2018 |
| Engrain | Englewood | CO | 06/2019 | 08/2019 |
| Einstein Bagels | Englewood | CO | 07/2015 | 08/2017 |
| Wendy's | Fort Collins | CO | 06/2020 | 08/2020 |
| Transamerica Life Insurance Company | Denver | CO | 06/2021 | Present |
| Colorado State University | Fort Collins | CO | 08/2017 | 06/2018 |
| Colorado State University | Fort Collins | CO | 08/2018 | 06/2019 |
| Colorado State University | Fort Collins | CO | 08/2020 | 06/2021 |
| Colorado State University | Fort Collins | CO | 08/2019 | 06/2020 |
| Transamerica Investors Securities Corporation | Denver | CO | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-10 |
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