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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 | APPROVED | 2021-08-27 |
| VA | RA | APPROVED | 2018-02-27 |
Branch Locations
1403 Greenbrier Pkwy. Suite 425, Chesapeake, VA 23320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Chesapeake | VA | 06/2017 | Present |
| Wfgia | Chesapeake | VA | 05/2017 | Present |
| Virginia Commonwealth University | Richmond | VA | 01/2005 | 05/2018 |
| Benefit Planners Inc | Virginia Beach | VA | 11/2019 | Present |
| Virginia Commonwealth University | Richmond | VA | 05/2022 | 03/2025 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. BENEFIT PLANNERS INC / emp dates: 1119 TO PRESENT/ INVESTMENT RELATED: YES /address: 347 S. WITCHDUCK ROAD VIRGINIA BEACH, VA 23462 / position: SUBAGENT / nature of business: TAX MANAGEMENT / hrs work monthly: 40/Sec trading hrs: 0/ duties: DURING 2020 HEALTH OPEN ENROLLMENT (NOV TO DEC 15), I AM PLANNING TO SPEND SOME TIME WORKING ON HEALTH INSURANCE AT OBAMACARE HEALTH INSURANCE MARKETPLACE OBA Amendment Update: BENEFIT PLANNERS INC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-26 |
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