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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-21 |
Branch Locations
14203 Park Center Drive Suite 304, Laurel, MD 20707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Laurel | MD | 10/2016 | Present |
| World Financial Group, Inc. | Laurel | MD | 07/2013 | Present |
| Essential Benefits Alliance, Llc | Bowie | MD | 04/2014 | Present |
| Maryland Health Benefits Exchange (Mhbe) | Baltimore | MD | 11/2014 | Present |
| Deloitte, Usa | Arlington | VA | 12/2020 | Present |
| Homesmart Realty | Bowie | MD | 11/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." ESSENTIAL BENEFITS ALLIANCE, LLC/YES/9807 TRAVER STREET, BOWIE, MD 20721/MEDICARE ADVANTAGE PLANS (IE MEDICARE PART C) AND MEDICARE PRESCRIPTION DRUG PLANS (IE MEDICARE PART D) ENROLLMENT AGENCY. ESSENTIAL BENEFITS ALLIANCE IS APPOINTED WITH UNITED HEALTCARE MEDICARE SOLUTIONS & JOHN HOPKINS MEDICARE ADVANTAGE TO CONDUCT ENROLLMENTS OF ELIGIBLE MEDICARE BENEFICIARIES TO MEDICARE PART C OR MEDICARE PART D./MANAGING OWNER/04.18.2014/10/0/AT MY LEISURE, SCHEDULE, AND CONVENIENCE I HELP ENROLL ELIGIBLE MEDICARE BENEFICIARIES INTO MEDICARE PART C OR MEDICARE PART D AT THEIR REQUEST. MARYLAND HEALTH BENEFITS EXCHANGE (MHBE)/NO/750 EAST PRATT STREET, 16TH FLOOR, MARYLAND, 21202/ENROLLING INDIVIDUALS AND SMALL BUSINESSES INTO HEALTH INSURANCE PLANS THROUGH THE GOVERNMENT HEALTH EXCHANGE (AKA OBAMACARE)/AUTHORIZED PRODUCER/11.01.2014/10/1/WENT CONTACT FOR HELP I PROVIDE ONLINE ASSISTANCE TO INDIVIDUALS AND SMALL BUSINESSES IN CHOOSING APPROPRIATE HEALTH INSURANCE PLANS THROUGH THE MARYLAND HEALTH BENEFITS EXCHANGE DURING THE ANNUAL OPEN ENROLLMENT PERIOD. DELOITTE, USA / INVESTMENT RELATED: NO / 1919 N. LYNN ST, ARLINGTON VA 22209 / CONSULTANCY - IT ENGINEER / HOURS PER MONTH: 160 / HOURS DURING SECURITIES TRADING HOURS: 8 / APPROVED WITHOUT RESTRICTIONS HOMESMART REALTY POSITION: Real Estate Salesperson NATURE: Real Estate Sales INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 11/10/2025 ADDRESS: 16901 Melford Blvd, #121, Bowie MD 20715, United States DESCRIPTION: Part-time Real Estate Salesperson that helps other buy and/or sell their real estate property for a commission
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-12 |
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