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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-03-20 |
Branch Locations
9200 E. Mineral Avenue Penthouse Suite 400, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 04/2018 | Present |
| World Financial Group, Inc. | Greenwood Village | CO | 08/2015 | Present |
| Doubletree By Hilton | Denver | CO | 08/2016 | 05/2017 |
| Kb Development, Inc. | Denver | CO | 07/2010 | 08/2025 |
| Wealthwave | Alpharetta | GA | 08/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WEALTHWAVE POSITION: Representative NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/22/2025 ADDRESS: 190 Bluegrass Valley Pkwy., Alpharetta GA 30005, United States DESCRIPTION: WFG Co-Brand
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-02 |
| S65 | Uniform Investment Adviser Law Examination | 2021-03-19 |
| S66 | Uniform Combined State Law Examination | 2005-12-08 |
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