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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2023-06-22 |
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 | 07/2017 | Present |
| Wfgia | Chesapeake | VA | 04/2014 | Present |
| Caring People Alliance | Williamsport | PA | 05/2001 | 08/2017 |
| Freedom House Commuinty Worship Center | Wiilaimsport | PA | 05/2000 | 07/2021 |
| Toastmasters International | Williamsport | PA | 12/2014 | 06/2021 |
| Community Solutions, Inc. | Williamsport | PA | 10/2018 | 08/2021 |
| Net Law Group Inc. | Louisville | KY | 08/2020 | 08/2022 |
| Suffolk Department Of Social Services | Suffolk | VA | 01/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. SUFFOLK DEPARTMENT OF SOCIAL SERVICES POSITION: Foster Care Family Services Specialist NATURE: Social Services INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 25 START DATE: 01/07/2024 ADDRESS: 135 Hall Ave, Suffolk VA 23439, United States DESCRIPTION: Provides case management and supportive services for clients served through the foster care system.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-09-28 |
| S65 | Uniform Investment Adviser Law Examination | 2017-05-20 |
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