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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-12-11 |
| NY | RA | APPROVED | 2023-02-02 |
Branch Locations
6400 C St Sw, Cedar Rapids, IA 52499 • United States
Yonkers, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clark Atlanta University | Atlanta | GA | 08/2014 | 05/2018 |
| Edward Jones | St. Louis | MO | 06/2017 | 08/2017 |
| Clark Atlanta University | Atlanta | GA | 09/2017 | 05/2018 |
| Old Navy | Yonkers | NY | 06/2016 | 08/2017 |
| Transamerica Financial Advisors, Inc | Cedar Rapids | IA | 06/2022 | Present |
| Wfgia | Cedar Rapids | IA | 06/2022 | Present |
| Edward Jones | Des Peres | MO | 06/2018 | 08/2020 |
| Shoprite | Yonkers | NY | 09/2020 | 06/2022 |
| Student | Atlanta | GA | 01/2014 | 05/2018 |
As an employee of Transamerica Financial Advisors, Inc., may perform home office functions for other business units
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-16 |
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