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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-04-28 |
Branch Locations
10025 Investment Drive Suite 230, Knoxville, TN 37932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ck Productions Inc | Knoxville | TN | 07/2012 | 01/2021 |
| Self Employed | Mars Hill | NC | 01/2021 | 03/2022 |
| New York Life Insurance Company | Mars Hill | NC | 03/2022 | 02/2026 |
| Nylife Securities Llc | Mars Hill | NC | 08/2022 | 02/2026 |
| Eagle Strategies Llc | Knoxville | TN | 12/2023 | 02/2026 |
| Transamerica Financial Advisors | Knoxville | TN | 04/2026 | Present |
| Transamerica Agency Network | Baltimore | MD | 03/2026 | Present |
| Ufs | Baltimore | MD | 03/2026 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 1.) Transamerica Agency Network (TAN) Investment Related? Yes 1201 Wills Street | Suite 800| Baltimore, MD 21231 Sales & service of insurance products Agent Start date 3/2026 50 hours per month, 4 hours per day during trading. 2.) UFS Investment Related? Yes 1201 Wills Street | Suite 800 | Baltimore, MD 21231 Life insurance sales Agent 4 hours per month, >1 hour per day during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-03 |
| S65 | Uniform Investment Adviser Law Examination | 2001-03-08 |
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