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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-08-06 |
| MA | RA | APPROVED | 2018-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Lexington | MA | 10/2016 | Present |
| World Financial Group, Inc. | Lexington | MA | 01/2015 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-10 |
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