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6400 C Street Sw, Cedar Rapids, IA 52499 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakwood Search | Denver | CO | 09/2021 | 05/2022 |
| Waddell And Reed | Mission | KS | 02/2011 | 07/2021 |
| Transamerica Financial Advisors, Inc | Cedar Rapids | IA | 07/2022 | 04/2026 |
| Wfg Ia | Cedar Rapids | IA | 07/2022 | 04/2026 |
| Transamerica Investors Securities, Llc | Leawood | KS | 04/2026 | Present |
| Transamerica Life Insurance Company | Leawood | KS | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-16 |
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