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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-07-26 |
| TX | RA | APPROVED_RES | 2015-09-03 |
| OH | RA | APPROVED | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Cincinnati | OH | 06/2001 | Present |
| Transamerica Financial Advisors, Inc | Cincinnati | OH | 01/2012 | Present |
| The Wealth Wave | Cincinnati | OH | 01/2012 | Present |
| Virtual Financial Group | Cincinnati | OH | 01/2014 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-22 |
| S65 | Uniform Investment Adviser Law Examination | 1996-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-12 |
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