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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-25
MI RA APPROVED 2022-08-29
  • TX RA
    APPROVED
    Since 2023-01-25
  • MI RA
    APPROVED
    Since 2022-08-29

Branch Locations

2890 Carpenter Road Suite 700A, Ann Arbor, MI 48108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors, Inc Ann Arbor MI 06/2022 Present
World Financial Group, Inc. Ann Arbor MI 03/2020 Present
Dxc Technology Auburn Hills MI 06/2008 Present
  • 06/2022 → Present
    Transamerica Financial Advisors, Inc
    Ann Arbor, MI
  • 03/2020 → Present
    World Financial Group, Inc.
    Ann Arbor, MI
  • 06/2008 → Present
    Dxc Technology
    Auburn Hills, MI
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc DXC TECHNOLOGY/Investment Related - No/1775 Tysons Blvd, Tysons, VA 22102 Phone: (703) 245-9700/DXC Technology (NYSE: DXC) helps global companies run their mission critical systems and operations while modernizing IT, optimizing data architectures, and ensuring security and scalability across public, private and hybrid clouds. The world's largest companies and public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new levels of performance, competitiveness, and customer experience. Learn more about how we deliver excellence for our customer/SR. PROFESSIONAL SYSTEM ADMINISTRATOR/06.2008/40/0/Managing Windows systems. Upgrading, installing, and configuring application software and computer hardware. Troubleshooting and providing technical support to employees. Creating and managing system permissions and user accounts.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-09
  • S66 Uniform Combined State Law Examination
    2022-06-09

View on SEC IAPD

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