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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 | APP_PEND_IARCE | 2026-01-01 |
| OK | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2024-09-17 |
Branch Locations
901 S. Main Street Suite 7, Stillwater, OK 74074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Stillwater | OK | 01/2022 | Present |
| World Financial Group, Inc. | Stillwater | OK | 11/2021 | Present |
| Fiserv | Brookfield | WI | 03/2018 | Present |
| Verizon Wireless | Edmond | OK | 02/2015 | 02/2018 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc FISERV/Investment Related - No/255 Fiserv Drive Brookfield, WI, 53045 800-877-8021/we sell credit card processing/SENIOR BUSINESS CONSULTANT/03.2018/160/80/To sell credit card processing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-10 |
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