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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-23 |
| TX | RA | APPROVED | 2023-10-20 |
Branch Locations
2700 Richards Road Suite 204A, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Bellevue | WA | 06/2023 | Present |
| World Financial Group, Inc. | Bellevue | WA | 11/2016 | Present |
| Veterans Evaluation Services | Houston | TX | 04/2012 | 06/2021 |
| Snap And Rate Me | Houston | TX | 06/2021 | 12/2024 |
| Fuerza De La Luz, A Dba For Carson Consolidated Industries, Inc. | Houston | TX | 11/2022 | 12/2024 |
| 280Taxbreak.cOm, Dba For Carson Consolidated Industries Llc | Houston | TX | 01/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc 280TAXBREAK.COM, DBA FOR CARSON CONSOLIDATED INDUSTRIES LLC POSITION: Owner NATURE: Software for Tax Preparers and Professionals INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 3 START DATE: 01/16/2025 ADDRESS: 2000 Bering Dr. Ste 100, Houston TX 77057, United States DESCRIPTION: Guiding and designing the software Operating and administering the software system Support for the software system Internet marketing for acquiring new customers and direct calls to prospective customers. Day to day management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-25 |
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