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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-06-11 |
| PA | RA | APPROVED | 2024-07-09 |
Branch Locations
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Radnor | PA | 04/2024 | Present |
| Wfgia | Radnor | PA | 02/2024 | Present |
| Temple University | Philadelphia | PA | 01/2016 | Present |
| Rental Property-4205 | Philadelphia | PA | 02/2021 | 07/2024 |
| Rental Property-4233 | Philadelphia | PA | 02/2020 | 01/2026 |
| Rental Property-4418 | Philadelphia | PA | 08/2019 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. TEMPLE UNIVERSITY/Investment Related - No/1901 N 13th Street, Philadelphia, PA 19122/education/professor/01.2016/160/160/teaching/research RENTAL PROPERTY-4418/Investment Related - Yes/4418 Pennypack St, Philadelphia, PA 19136/rental property/n/a/08.2019/1/1/owner, taking care of the property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-14 |
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