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6400 C Street Sw, Cedar Rapids, IA 52499 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Distributors Llc | Merrick | NY | 04/2014 | 12/2020 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 03/2014 | 12/2020 |
| Adp Broker Dealer Inc. | Melville | NY | 08/2021 | 11/2022 |
| Adp Inc | Melville | NY | 08/2021 | 11/2022 |
| Unemployed | Merrick | NY | 01/2021 | 03/2021 |
| Wealthprime | Los Altos | CA | 04/2021 | 08/2021 |
| Morgan Stanley | Jericho | NY | 11/2022 | 10/2025 |
| Ubs Financial Services Inc. | New York | NY | 10/2025 | 08/2026 |
| Transamerica Investors Securities, Llc | Merrick | NY | 08/2026 | Present |
| Transamerica Financial Life Insurance Company | Merrick | NY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-18 |
| S66 | Uniform Combined State Law Examination | 2002-08-23 |
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