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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-03-06 |
Branch Locations
13400 Bishops Lane Suite 75, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Brookfield | WI | 05/2017 | Present |
| World Financial Group, Inc. | Brookfield | WI | 07/2011 | Present |
| Kelly Services Global Llc | Troy | MI | 02/2016 | 12/2019 |
| Medicomp Inc | Melbourne | FL | 10/2018 | 03/2019 |
| Uyghur Grill Llc. | Brookfield | WI | 02/2022 | Present |
| Anthem | Indianapolis | IN | 11/2024 | Present |
| United Healthcare | Minneapolis | MN | 11/2024 | Present |
| Healthsherpa | Sacramento | CA | 11/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. UYGHUR GRILL LLC. / 0222-Present / Investment Related: No /2345 Robbie CT Brookfield, WI 53005 / Owner / Mobile Food Service / Hrs. Work Monthly: 120 / Sec Trading Hrs: 0 / Register for the festival - event to attend, hire independent contractor to prepare, cooking sell food in festivals UNITED HEALTHCARE POSITION: Independent contractor NATURE: Medical insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/05/2024 ADDRESS: UnitedHealth Group PO Box 1459, Minneapolis MN 53440, United States DESCRIPTION: Sell medical insurance via market place. ANTHEM POSITION: Independent agent NATURE: Medical insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/05/2024 ADDRESS: 220 Virginia Ave, Indianapolis IN 46203, United States DESCRIPTION: Help friend apply for medical insurance when needed. HEALTHSHERPA POSITION: Independent agent NATURE: Health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/14/2024 ADDRESS: 1215 19th St #2nd, Sacramento CA 95812, United States DESCRIPTION: Redirect to this company by united healthcare as part of healthcare market enrollment.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-31 |
| S65 | Uniform Investment Adviser Law Examination | 2017-09-08 |
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