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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-04 |
| GA | RA | APPROVED | 2023-09-05 |
| MD | RA | APPROVED | 2018-05-30 |
Branch Locations
15011 Roundup Drive, Tampa, FL 33624 • United States
Boynton Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Agency Network (Tan) | Baltimore | MD | 10/1996 | Present |
| Transamerica Financial Advisors, Inc. | Tampa | FL | 09/2016 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. ; As an employee of Transamerica Financial Advisors, Inc., may perform home office functions for other business units. TRANSAMERICA AGENCY NETWORK/Investment Related - Yes/100 Light Street Baltimore, MD 21202 410-347-8648/Insurance sales./Regional Vice President/10.1996/160/120/Provide oversight of an insurance sales team and grow sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-07 |
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