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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2012-09-10 |
| OH | RA | APPROVED | 2012-01-06 |
Branch Locations
1155 S Semoran Blvd Ste 1150, Winter Park, FL 32792 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Cincinnati | OH | 04/2002 | Present |
| Transamerica Financial Advisors, Inc | Plant City | FL | 01/2012 | Present |
| Humana Health Plan, Inc. | Zephryhills | FL | 06/2014 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc HUMANA HEALTH PLAN, INC.; NOT INVESTMENT RELATED; 7920 GALL BLVD, ZEPHRYHILLS FL 33541; SALE OF MIECARE SUPPLEMENT AND/OR MEDICARE ADVANTAGE PROGRA; SALES REPRESENTATIVE; 6/2014; 40-60 HRS/MONTH; MEET WITH POTENTIAL CUTOMERS, EXPLAIN BENEFITS OF PROGRAM AND SIGN THEM UP IF INTERESTED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-14 |
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