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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_RES | 2024-07-03 |
| OH | RA | APPROVED | 2020-01-26 |
| IN | RA | APPROVED | 2020-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Cincinnati | OH | 09/2016 | Present |
| Wfgia | Cincinnati | OH | 02/2013 | Present |
| Hogan Consulting, Llc | Fort Wayne | IN | 08/2016 | 03/2020 |
| Silverbirch Entertainment Llc | Fort Wayne | IN | 11/2020 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). SILVERBIRCH Entertainment LLC POSITION: CO-OWNER, MUSIC PRODUCTION NATURE: Music Production INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2020ADDRESS: 7787 Huguenard Road, FORT WAYNE IN 46818, United States DESCRIPTION: Provide administrative work and coaching for the artists that contract to record.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-05 |
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