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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
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, Inc | Short Hills | NJ | 03/2017 | Present |
| World Financial Group, Inc. | Short Hills | NJ | 03/2016 | Present |
| Nyc College Of Technology | Brooklyn | NY | 08/2010 | 12/2019 |
| New York University | Brooklyn | NY | 01/2014 | 12/2016 |
| Pacific Tax And Consulting Group Llc | Chatham | NJ | 01/2017 | Present |
| Spring Beauty Spa | Springfield | NJ | 01/2020 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Spring Beauty Spa / 0120-Present / Investment Related: No / President / Spa / 203 Morris Ave. Springfield NJ 07081 / Hrs Work Monthly: 40 / Sec Trading Hrs: 1 / Check the cash and sales at the end of the day. PACIFIC TAX AND CONSULTING GROUP LLC/Investment Related - No/3 EDGEHILL AVE., CHATHAM, NJ 07928 339-927-3008/PREPARE TAX RETURN FOR INDIVIDUALS AND CORPORATIONS/PARTNER/01.2017/30/20/INTERVIEW CLIENTS AND PREPARE TAX RETURNS FOR INDIVIDUALS AND CORPORATIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-23 |
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