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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-12-22 |
Branch Locations
8850 Stanford Blvd Suite 2500, Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Columbia | MD | 09/2022 | Present |
| World Financial Group, Inc. | Columbia | MD | 08/2022 | Present |
| Department Of Transportation, Federal Aviation Administration | Washington | DC | 10/2012 | Present |
| North Bethesda Cpa | North Bethesda | MD | 06/2020 | Present |
| Tg Riviera Llc Doing Business As Northbethesdacpa | North Potomac | MD | 06/2020 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Department of Transportation, FEDERAL AVIATION ADMINISTRATION/Investment Related - No/950 L'Enfant Plaza, SW Washington, D.C. Employment Verification DOT Employer Code: 11433 Employees: 800-367-2884/government agency in charge of aviation/project manager/10.2012/320/320/managing small, non security related projects NORTH BETHESDA CPA/Investment Related - No/This is a self employment 11008 Wickshire Way; North Bethesda, MD 20852 /Office of a Certified Public Accountant/Founder/06.2022/80/80/Responsible for day to day operations of the business TG RIVIERA LLC DOING BUSINESS AS NORTHBETHESDACPA POSITION: Member/Shareholder. NATURE: CPA; private practive INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2020 ADDRESS: 14516 High Meadow Way, North Potomac MD 20878, United States DESCRIPTION: All aspects of running a private CPA practice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-19 |
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