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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-22 |
Branch Locations
14074 Trade Center Drive Suite 114, Fishers, IN 46038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Fishers | IN | 03/2022 | Present |
| Wfgia | Fishers | IN | 04/2020 | Present |
| Chinese Community Church | Carmel | IN | 09/2021 | 09/2023 |
| Sb Amp; Company | Owings Mills | MD | 09/2015 | 11/2019 |
| Homemaker | Fortville | IN | 12/2019 | 03/2020 |
| Chinese Community Church Of Indianapolis | Carmel | IN | 01/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors. CHINESE COMMUNITY CHURCH OF INDIANAPOLIS POSITION: Member of Deacon Board NATURE: deacon board INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 3405 E. 116th Street, Carmel IN 46033, United States DESCRIPTION: The deacon board member will have a meeting once every two month, regarding church ministries. I will also do some record keeping responsibilities, such as bank reconciliation, payroll paperwork, year-end budget and actual financial report, journal entries and etc. I will not have sole control of the monetary assets of the organization. I will not have check writing ability.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-12 |
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