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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-06-13 |
Branch Locations
8875 W. Flamingo Rd. Suite 200, Las Vegas, NV 89147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc. | Fort Worth | TX | 07/2023 | 07/2024 |
| Crew Training International | Memphis | TN | 02/2019 | 07/2024 |
| Remotely Piloted Solutions (Partnered With Cti) | Addison | TX | 03/2017 | 02/2019 |
| Cae | Tampa | FL | 02/2013 | 03/2017 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 07/2024 | 04/2025 |
| First Command Advisory Services, Inc | Fort Worth | TX | 07/2024 | 04/2025 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 07/2024 | 04/2025 |
| Unemployed | Las Vegas | NV | 04/2025 | 05/2025 |
| Wfgia | Las Vegas | NV | 05/2025 | Present |
| Transamerica Financial Advisors | Las Vegas | NV | 06/2025 | Present |
| California International Clay Target Shooters Association | Pasadena | CA | 08/2014 | Present |
| Wealthwave | Alpharetta | GA | 01/2016 | Present |
| Linqqs | Henderson | NV | 09/2025 | Present |
| 732 Oss | Creech Afb | NV | 01/2026 | Present |
| 732 Oss | Creech Afb | NV | 01/2026 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. CICTSA / CALIFORNIA INTERNTIONAL CLAY TARGET SHOOTERS ASSOCIATION INVESTMENT RELATED NO 801 ADELAINE AVE SO. PASADENA CA 91030-2403 NON-PROFIT SHOOTING ASSOCIATION CREAETD TO PROMOTE OLYMPIC SHOTGUN SHOOTING BOARD MEMBER 08//2014 2 HRS 0 DURING SEC. TRADING DECIDE, VOTE, DISCUSS CLUB BISINESS WEALTHWAVE POSITION: Representative NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 ADDRESS: 3030 Royal Blvd S Suite 200, Alpharetta GA 30022, United States DESCRIPTION: WFG Co-Brand LINQQS POSITION: Agent NATURE: Employee Benefits Concierge Service INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/02/2025 ADDRESS: 2485 Village View Dr Ste 190, Henderson NV 89074-6607, United States DESCRIPTION: I provide my availability and am scheduled to contact interested business owners. I provide a presentation on Linqqs Health Management System no net cost to employers. Presentations are approximately 20 minutes. After the presentation, I hand employer back to call center who does the registration and HR work. This is not insurance, not securities or competing products. I was introduced to this business and committed to working with prior to joining WFG and Transamerica. The business was supposed to start in Jun 2025 and has been delayed until Sep 2025 732 OSS POSITION: Training Advisor NATURE: USAF Training INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 12 START DATE: 01/27/2026 ADDRESS: Building 1065, Creech AFB NV 89138, United States DESCRIPTION: Provide training, testing, and advice to USAF.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-29 |
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