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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Dayton | OH | 08/2022 | Present |
| World Financial Group, Ia. | Dayton | OH | 01/2022 | Present |
| Student | Cedarville | OH | 08/2021 | 12/2021 |
| Fedex | Muncy | PA | 05/2021 | 07/2021 |
| Student | Cedarville | OH | 08/2020 | 04/2021 |
| Fedex | Muncy | PA | 05/2020 | 07/2020 |
| Student | Cedarville | OH | 08/2019 | 04/2020 |
| Student | Williamsportp | PA | 05/2012 | 07/2019 |
| Josh Schwieterman | Centerville | OH | 04/2022 | Present |
| Managed Wealth Financial | Dayton | OH | 10/2023 | Present |
| Net Law | Louisville | KY | 11/2023 | Present |
| Fedex Express | Vandalia | OH | 12/2023 | 10/2025 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Net LawLouisvilleKentuckyUnited StatesNoemployee11/2023PRESENT Managed Wealth FinancialDaytonOhioUnited StatesYesNone 10/2023PRESENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-14 |
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