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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-03-03 |
| NC | RA | APPROVED | 2016-02-29 |
| TX | RA | APPROVED_RES | 2016-02-24 |
| CO | RA | APPROVED | 2012-01-06 |
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 |
|---|---|---|---|---|
| Wfgia | Greenwood Village | CO | 06/2001 | Present |
| Trj Financial Inc | Littleton | CO | 05/2000 | Present |
| Dtc Office Partners | Greenwood Village | CO | 11/2009 | 05/2025 |
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 01/2012 | Present |
| Mac5 Mortgage | Lakewood | CO | 01/2015 | 01/2020 |
| Panorama Management Llc | Englewood | CO | 04/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. PANORAMA MANAGEMENT LLC POSITION: Partner NATURE: Rent collections for our new office INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 9200 E Mineral Ave Ste 400, Englewood CO 80112, United States DESCRIPTION: Entity established for sole purpose of managing our office rent, collections and office expenses TRJ FINANCIAL INC / 0500-Present / Investment Related: Yes / LITTLETON, CO /OWNER /NA/ Hrs. Work Monthly: 0 / Sec Trading Hrs.: 0 / NA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-12 |
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