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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-05-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Cincinnati | OH | 01/2018 | Present |
| World Financial Group, Inc. | Cincinnati | OH | 03/2016 | Present |
| Schalk Business And Financial Services | Mount Healthy | OH | 01/2014 | 04/2017 |
| Amazon, Inc | Hebron | KY | 12/2020 | Present |
| Legacy Shield | Cincinnati | OH | 03/2021 | Present |
| Wealthwave | Cincinnati | OH | 09/2022 | Present |
| Net Law Group, Inc. | Lousiville | KY | 03/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. AMAZON, INC / INVESTMENT RELATED: NO / 2285 LITTON LN, HEBRON, KY 41048 / WAREHOUSE ASSOCIATE: SCAN PACKAGES, BUILD PALLETS, WRAP PALLETS, MOVE PALLETS TO STAGING AREA TO BE LOADED ONTO TRUCKS / HOURS PER MONTH: 96 / HOURS DURING SECURITIES TRADING HOURS: 0 / APPROVED WITHOUT RESTRICTIONS LEGACY SHIELD /emp dates: 0321 TO PRESENT/ INVESTMENT RELATED: NO /address:9213 MAVERICK DR CINCINNATI, OH 45231/ position: AGENT/ nature of business: ESTATE PLANNING/hrs work monthly: 20/Sec trading hrs: 1/ duties: MARKET PRODUCT, SIGN UP CLIETNS, HELP WITH COMPLETING INFORMATION, ONGOING SERVICE NET LAW GROUP, INC.POSITION: advisor NATURE: estate planning INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2023 ADDRESS: 12910 Shelbyville Road, Suite 124, Lousiville KY 40243, United States DESCRIPTION: Refer to clients via link to sign up for estate planning services through NetLaw should the client require these types of products/services
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