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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-02-16 |
Branch Locations
230 2Nd Ave. 2Nd Floor Suite 204, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Waltham | MA | 10/2022 | Present |
| World Financial Group, Inc. | Waltham | MA | 10/2012 | Present |
| Hsa Insurance | Braintree | MA | 04/2018 | Present |
| United Healthcare | Minneapolis | MN | 04/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc HSA INSURANCE POSITION: independent contractor NATURE: Health insurance administration INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2018 ADDRESS: 135 Wood Rd, Braintree MA 02184, United States DESCRIPTION: As an independent contractor of HSA insurance, I did not participate HSA insurance operation. I only help clients to fill in their health insurance application when they need health insurance coverage. UNITED HEALTHCARE POSITION: Independent contractor NATURE: Medicare INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: PO Box 1459, Minneapolis MN 55440, United States DESCRIPTION: Occationally help friends to apply Medicare.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-13 |
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