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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 | 2026-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Edinburgh | TX | 08/2025 | Present |
| World Financial Group | Edinburgh | TX | 11/2024 | Present |
| Walgreens Pharmacy Centralized Services | Orlando | FL | 04/2021 | 06/2021 |
| Cvs Pharmacy | Mcallen | TX | 06/2022 | Present |
| Student | Mcallen | TX | 01/2021 | 12/2022 |
| Unemployed | Mcallen | TX | 06/2016 | 12/2020 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors. CVS Pharmacy Investment Related: NO 5600 North 23rd Street | McAllen, TX 78504 Retail pharmacy Pharmacy Technician Start date 6/2022 32 hours per month, 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-24 |
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