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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-02-05 |
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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 10/2023 | Present |
| World Financial Group, Inc. | Greenwood Village | CO | 03/2022 | Present |
| Transamerica Life Insurance Company | Denver | CO | 10/2018 | Present |
| Oracle | Broomfield | CO | 05/2014 | 09/2018 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. TRANSAMERICA LIFE INSURANCE COMPANY/Investment Related - No/1801 California Street, Denver, Colorado 80202/The company is engaged in life insurance and retirement planning. My involvement is as a software developer and not securities-related./LEAD SOFTWARE ENGINEER/10.2018/160/0/Developing software services to support company operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-05 |
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