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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-12-06 |
Branch Locations
9200 E. Mineral Avenue Penthouse Suite 400, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 04/2017 | Present |
| World Financial Group, Inc. | Greenwood Village | CO | 06/2016 | Present |
| Collabera Inc | Morristown | NJ | 08/2016 | 11/2023 |
| Charter Communications | Greenwood Village | CO | 08/2017 | Present |
| Alpha Ii, Llc | Greenwood Village | CO | 06/2020 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Alpha II, LLC / 0620-Present / Investment Related: No / 6035 S Paris St. Greenwood Village, CO 80111 / Member / WFG Income pass-through / Hrs Work Monthly: 2 / Sec Trading Hrs: 0 / Assisting on bookkeeping and necessary paperwork to keep the LLC in good standing. Charter Communications; No; 6399 S Fiddler's Green Cir. Greenwood Village, CO 80111; Principal Engineer I;8/28/17; IP management at Network operation; 160 hrs/month; 8 during sec. trading; network IP management software development
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-07-31 |
| S65 | Uniform Investment Adviser Law Examination | 2017-11-11 |
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