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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2018-04-18 |
Branch Locations
1000 Granite Drive Suite 5, Bardstown, KY 40004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Bardstown | KY | 02/2017 | Present |
| Transamerica Agency Network | Bardstown | KY | 06/2014 | Present |
| Personally Owned Rental Property | Hodgenville | KY | 08/2014 | 07/2021 |
| Land Of Lincoln Planning & Zoning | Hodgenville | KY | 11/2017 | 07/2023 |
| Master Registered Financial Consultant | Middletown | OH | 01/2023 | Present |
| Hidden Meadow Farm | Elizabethtown | KY | 04/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. TRANSAMERICA AGENCY NETWORK/Investment Related - Yes/1000 Granite Drive, Suite 5 Bardstown, KY 40004 (502) 348-3228/Promoting fixed and indexed life insurance products, annuities, and health insurance/Insurance Rep/06.2014/160/80/Field sales, account manager, customer relations, customer service, insurance agent, MASTER REGISTERED FINANCIAL CONSULTANT \ POSITION: Secretary and board member NATURE: Board member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/26/2023 \ ADDRESS: 146 North Breiel Blvd, Middletown OH 45042 \ DESCRIPTION: Membership meetings HIDDEN MEADOW FARM \ POSITION: owner NATURE: Rental property / farm income INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 04/06/2024 ADDRESS: 1904 Ford Hwy, Elizabethtown KY 42701 \ DESCRIPTION: collecting rent, farm maintenance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-15 |
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