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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-27 |
Branch Locations
230 2Nd Ave. 2Nd Floor Suite 204, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Waltham | MA | 07/2026 | Present |
| World Financial Group Insurance Agency | Waltham | MA | 01/2026 | Present |
| Express Healthcare | North Andover | MA | 05/2018 | Present |
| Paramount Healthcare Services | Chelmsford | MA | 03/2014 | 11/2018 |
Name: EXPRESS HEALTHCARE / Investment Related - No / Date: 05:2018 / Hrs (Month): 0 / Hrs (Day): 0 / Activity: MANAGEMENT AND CORDINATIONS, PAYROLL, CONTRACT NEGOTIATIONS, HUMAN RESOURCES Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2026-03-16 |
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