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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-01-06 |
Branch Locations
1106 Clayton Ln Suite 225E, Austin, TX 78723 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Austin | TX | 06/2001 | Present |
| Georgetown Church Of The Nazarene | Georgetown | TX | 06/1993 | Present |
| Transamerica Financial Advisors, Llc | Austin | TX | 01/2012 | Present |
| Allianz Life Insurance Co. Preferred | Minneapolis | MN | 04/2014 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc ALLIANZ LIFE INSURANCE CO. PREFERRED; NOT INVESTMENT RELATED; BOX 59060, MINNEAPOLIS MN 55459; FIXED INDEXED ANNUITIES; AGENT, INDEPENDENT CONTRACTOR; 12 HRS/MONTH; MARKETING, WHEN SUITABLE FOR CLIENTS, THE ALLIANZ 222, ALLIANZ 365I, ALLIANZ 360, FIXED INDEX ANNUITIES GEORGETOWN CHURCH OF THE NAZARENE / 0693-Present / Investment Related: No /Address / INTERIM PULPIT SUPPLY / NA / Hrs. Work Monthly: 0 / Sec Trading Hrs.: 0 / NA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-28 |
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