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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 | 2026-01-06 |
Branch Locations
7077 Bonneval Rd. Suite 570, Jacksonville, FL 32216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Agency Network | Baltimore | MD | 04/2004 | 12/2017 |
| Change Path Llc | Leawood | KS | 04/2018 | 01/2024 |
| Unemployed | Baltimore | MD | 01/2017 | 04/2018 |
| Auto Club Group/Aaa | Jacksonville | FL | 05/2019 | 12/2020 |
| Creative One Wealth | Overland Park | KS | 04/2018 | 01/2024 |
| Ufs, United Financial Services | Baltimore | MD | 02/2022 | Present |
| Transamerica Agency Network | Jacksonville | FL | 02/2022 | Present |
| Student | Ponte Vedra | FL | 12/2017 | 04/2018 |
| Transamerica Financial Advisors | Jacksonville | FL | 02/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. TRANSAMERICA AGENCY NETWORK / INVESTMENT RELATED - YES/ 2/2022 TO PRESENT / 7077 BONNEVAL RD, STE 570, JACKSONVILLE, FL 32216/ 40 HOURS DURING TRADING HOURS. CREATIVE ONE, INVESTMENT RELATED, 11460 TOMAHAWK CREEK PKWY, SUITE 200, LEAWOOD, KS 66211, LIFE INSURANCE AND ANNUITY SALES, INSURANCE AGENT, SINCE 4/2018, APX 40 HOURS PER MONTH ALL OF WHICH ARE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-22 |
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