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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-19 |
Branch Locations
5300 Hollister Suite 543 A, Houston, TX 77040 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Houston | TX | 05/2022 | Present |
| Wfgia | Houston | TX | 05/2021 | Present |
| Central Texas College | Killeen | TX | 08/2022 | 04/2023 |
| Wealthwave | Johns Creek | GA | 05/2021 | Present |
| Texas Juvenile Justice Department | Mart | TX | 05/2023 | 08/2023 |
| Internal Revenue Service: Research, Applied Analytics And Statis | Rm. 170 | TX | 08/2023 | 08/2024 |
| U.S. Army | Austin | TX | 08/2008 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. U.S. ARMY POSITION: HUMAN RESOURCES OFFICER NATURE: U.S. Army (Department of Defense) INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 08/01/2008 ADDRESS: 5102 Emma Browning Ave, Austin TX 78719, United States DESCRIPTION: Human Resources activities for Soldiers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-25 |
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