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6400 C Street Sw, Cedar Rapids, IA 52499 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Fishers | IN | 06/2017 | 10/2019 |
| Jpmorgan Chase Bank | Fishers | IN | 06/2017 | 10/2019 |
| Unemployed | Indianapolis | IN | 02/2017 | 06/2017 |
| Regions Financial Corporation | Indianapolis | IN | 10/2016 | 02/2017 |
| Unemployed | Indianapolis | IN | 08/2016 | 10/2016 |
| Jackson National Life Distributors Llc | Franklin | TN | 10/2019 | 02/2020 |
| Gwfs Equities, Inc | Greenwood Village | CO | 09/2021 | 03/2025 |
| Unemployed | Antioch | TN | 02/2020 | 07/2020 |
| Firefighter's First Credit Union | Los Angeles | CA | 07/2020 | 09/2021 |
| Valic Financial Advisors, Inc. | Nashville | TN | 03/2025 | 06/2026 |
| Agia | Houston | TX | 03/2025 | 06/2026 |
| Transamerica Life Insurance Company | Gallatin | TN | 07/2026 | Present |
| Transamerica Investors Securities, Llc | Gallatin | TN | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-20 |
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