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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-04-07 |
| OK | RA | APPROVED | 2026-04-07 |
Branch Locations
901 S. Main Street Suite 7, Stillwater, OK 74074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Stillwater | OK | 04/2024 | Present |
| Wfgia | Stillwater | OK | 02/2024 | Present |
| Homemaker | Leawood | KS | 06/2010 | 02/2024 |
| Kc Interventional | Leawood | KS | 12/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. KC INTERVENTIONAL POSITION: Administrative Assitant NATURE: Physician Services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 12/10/2025 ADDRESS: 11601 norwood drive, Leawood KS 66211, United States DESCRIPTION: Responsible for administrative operations, bookkeeping, scheduling, document organization, and support functions for KC Interventional. Duties include maintaining accounting records, processing expenses, assisting with payroll coordination, organizing documents, and supporting the business owner (Physician) with administrative needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-07 |
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