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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 | 2026-01-05 |
| TX | RA | APPROVED | 2022-04-08 |
Branch Locations
3242 Preston Road Suite 100, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Plano | TX | 10/2021 | Present |
| Fidelity National Information Services | Jacksonville | FL | 09/2006 | Present |
| Transamerica Financial Advisors, Inc | Plano | TX | 12/2021 | Present |
| Unitedhealthcare | Richardson | TX | 01/2018 | Present |
| The Brokerage Inc. | Flower Mound | TX | 01/2021 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc FIDELITY NATIONAL INFORMATION SERVICES/Investment Related - No/601 Riverside Ave Jacksonville, FL 32204 877-776-3706/FIS is a leader in technology and services that helps businesses and communities thrive by advancing commerce and the financial world./IT Architect Consultant/09.2006/180/180/Design / develop / support IT banking solution using FIS's software and system. UNITEDHEALTHCARE/Investment Related - No/1311 W President George Bush Hwy, Richardson, TX 75080 (866) 574-6088/provider Medicare-related healthcare plans to the customer/agent/9.2018/30/0/sell Medicare-related healthcare plans to the customer THE BROKERAGE INC./Investment Related - No/6200 Stone Hill Farms Pkwy Flower Mound, TX 75028 (800) 442-4915/ a national Field Marketing Organization (FMO) and Brokerage General Agency (BGA), and specialize in a comprehensive portfolio of life, health, and accident-related insurance products./agent/01.2021/30/0/Sell ACA and Medicare Health insurance plans
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-08 |
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