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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-02 |
| TX | RA | APPROVED | 2022-05-04 |
| CO | RA | APPROVED | 2022-05-03 |
Branch Locations
1333 W. 120Th Ave. Suite 101, Westminister, CO 80234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Westminister | CO | 03/2018 | Present |
| Wfgia | Westminister | CO | 03/2016 | Present |
| Bristlecone Shooting,Training, Amp; Retail Center | Lakewood | CO | 11/2016 | 08/2017 |
| Boy Scouts Of America | Lakewood | CO | 02/2015 | 10/2016 |
| Rick P Cline Agency, Dba All Access Insurance & 303 Insurance Br | Littleton | CO | 02/2023 | 08/2026 |
| Hardie And Co Llc | Thornton | CO | 06/2019 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). HARDIE AND CO LLC POSITION: Owner NATURE: Disregarded entity for tax purposes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/11/2019 ADDRESS: 4294 E 139th Ave, Thornton CO 80602, United States DESCRIPTION: Only used for personal bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-13 |
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