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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-11 |
Branch Locations
6400 C St Sw, Cedar Rapids, IA 52499 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott, Llc | Philadelphia | PA | 10/2017 | 10/2020 |
| World Financial Group Insurance Agency | Cedar Rapids | IA | 08/2026 | Present |
| Lpl Financial Llc | Marlton | NJ | 02/2014 | 10/2017 |
| M Financial Planning Services | Marlton | NJ | 06/2008 | 10/2017 |
| Transamerica Financial Advisors, Llc | Cedar Rapids | IA | 08/2026 | Present |
| Janney Montgomery Scott Llc | Philadelphia | PA | 10/2020 | 06/2023 |
| Homemaker | Philadelpia | PA | 07/2023 | 07/2026 |
Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-07 |
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