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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 | 2026-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Plano | TX | 06/2025 | Present |
| Wfgia | Plano | TX | 07/2024 | Present |
| Boost Mobile | Bloominton | IL | 05/2023 | 06/2024 |
| Student | Normal | IL | 06/2012 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Student Investment Related No Student 06/2021 Normal, IL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-16 |
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