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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 | 2024-06-03 |
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 | 02/2024 | Present |
| World Financial Group, Inc. | Bellevue | WA | 12/2023 | Present |
| Microsoft | Redmond | WA | 09/2018 | Present |
| Student | Cambridge | MA | 09/2013 | 06/2018 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. MICROSOFT/Investment Related - No/One Microsoft Way Redmond, WA 98052 (888) 725-1047/Technology Company/Software Engineer/09.2018/160/0/Software Engineering
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-17 |
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