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Adam Leigh Levine-Weinberg

Transamerica Financial Advisors, LLC

Cedar Rapids, IA

Seattle, WA

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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-12-08
WA RA APPROVED 2023-11-07
  • IA RA
    APPROVED
    Since 2023-12-08
  • WA RA
    APPROVED
    Since 2023-11-07

Branch Locations

6400 C St Sw, Cedar Rapids, IA 52499 • United States

Seattle, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed Seattle WA 01/2013 09/2023
Wfgia Cedar Rapids IA 09/2023 Present
Transamerica Financial Advisors Cedar Rapids IA 11/2023 Present
  • 01/2013 → 09/2023
    Self Employed
    Seattle, WA
  • 09/2023 → Present
    Wfgia
    Cedar Rapids, IA
  • 11/2023 → Present
    Transamerica Financial Advisors
    Cedar Rapids, IA
Other Businesses

As an employee of Transamerica Financial Advisors, Inc., may perform home office functions for other business units.

Designations

View on SEC IAPD

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VALIC FINANCIAL ADVISORS, INC.
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EDWARD JONES
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
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ERIC MICHAEL KAESTNER
KYLE AMBROSE MCLAUGHLIN
BLAKE DANIEL HELMS
Noah Lee Nabb

Other Offices

OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CEDAR RAPIDS, IA
VALIC FINANCIAL ADVISORS, INC. · CEDAR RAPIDS, IA
ACCEL WEALTH MANAGEMENT · Cedar Rapids, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedar Rapids, IA
EDWARD JONES · CEDAR RAPIDS, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Hiawatha, IA

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