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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group Insurance Agency | Tucson | AZ | 05/2020 | Present |
| Kentucky High School Athletic Associaton | Lexington | KY | 01/2015 | 01/2020 |
| Transamerica Financial Advisors, Llc | Tucson | AZ | 08/2026 | Present |
| Eastwood Baptist Church | Bowling Green | KY | 01/2018 | 02/2023 |
| Hilligan's Sports Bar | Bowling Green | KY | 02/2018 | 06/2019 |
| Brew Co Underground | Bowling Green | KY | 07/2019 | 07/2021 |
| American Communications Network | Charlotte | NC | 09/2025 | Present |
| Limitless Financial, Llc | Agnes | TN | 02/2026 | Present |
Name: American Communications Network / Investment Related - No / Date: 09:2025 / Hrs (Month): 4 / Hrs (Day): 0 / Activity: It's a 1099 position, so I have no official duties. ACN has identity theft protection, cell phone, and health sharing plans that I've referred a few clients to and received a commission for. Name: Limitless Financial, LLC / Investment Related - No / Date: 02:2026 / Hrs (Month): 160 / Hrs (Day): 40 / Activity: Nicholas Bosley, my upline EVC in WFG, hired me to help other agents in his baseshop when he cannot. It is a W2 position. Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-27 |
| S65 | Uniform Investment Adviser Law Examination | 2026-07-22 |
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