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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 | 2021-04-29 |
| NJ | RA | APPROVED | 2019-01-15 |
Branch Locations
830 Morris Turnpike Suite 208, Short Hills, NJ 07078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Short Hills | NJ | 11/2016 | Present |
| Wfgia | Short Hills | NJ | 11/2015 | Present |
| Weichert Co. | Hillsborough | NJ | 04/2016 | 10/2016 |
| Realmart Realty | Millburn | NJ | 01/2021 | Present |
| Investment Options Llc | Bridgewater | NJ | 09/2021 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Investment Options LLC/ 0921-Present / Investment Related: No / 71 Shields LN Bridgewater, NJ 08807 / Member - Director/ Health insurance, Medicare / Hrs. Work Monthly: 2 / Sec Trading Hrs: / I'll do health insurance and Medicare for clients. REALMART REALTY / INVESTMENT RELATED: NO / 27 BLEEKER STREET, MILLBURN NJ 07041 / REFERRAL AGENT; REFERRAL ONLY. NO DAILY ACTIVITIES; ONLY WHEN I BUMP INTO A REFERRAL I'LL SEND IT TO REAL MART. / HOURS PER MONTH: 0 / HOURS DURING SECURITIES TRADING HOURS: 0 / APPROVED WITH RESTRICITONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-05 |
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