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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 | 2026-01-02 |
| DC | RA | APPROVED | 2026-01-02 |
| NC | RA | APPROVED | 2022-06-15 |
| TX | RA | APPROVED | 2020-06-30 |
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 | 10/2017 | Present |
| Wfgia | Greenwood Village | CO | 04/2016 | Present |
| G2 Security | Aurora | CO | 10/2016 | 12/2016 |
| Big Al'S Security Team | Fort Collins | CO | 01/2016 | 10/2016 |
| Lyft | San Francisco | CA | 12/2018 | 01/2023 |
| Instacart | San Francisco | CA | 04/2020 | 01/2023 |
| Net Law | Louisville | KY | 10/2020 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). NETLAW|NOT INVESTMENT RELATED|12910 SHELBYVILLE RD. SUITE 124. LOUISVILLE, KY 40243|ESTATE PLANNING SERVICES|PRIDUCER|10.19.2020|1 HOUR A MONTH|0 HOUR DURING SECURITIES TRADING|REFERRING CLIENTS FOR ESTATE PLANS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-09 |
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