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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 | 2026-05-28 |
| CO | RA | APPROVED | 2025-07-14 |
| NC | RA | APPROVED | 2025-04-01 |
| TX | RA | APPROVED | 2023-11-09 |
Branch Locations
9200 E. Mineral Avenue Penthouse Suite 400, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Centennial | CO | 03/2022 | Present |
| Wfgia | Centennial | CO | 08/2021 | Present |
| Student | Boulder | CO | 01/2016 | 01/2021 |
| Puma | Castle Rock | CO | 01/2021 | 10/2021 |
| Qualia | Austin | TX | 10/2021 | 04/2023 |
| Copywriting | Austin | TX | 06/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Copywriting Investment Related: No Copywriter 6/01/2023 Creating text based content 1109 N Interstate 35 Austin TX 78702 Write content for a third person in their tonality, voice and for their business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-15 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-09 |
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