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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 | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-28 |
| CO | RA | APPROVED | 2024-11-26 |
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 | Centennial | CO | 07/2024 | Present |
| Wfgia | Centennial | CO | 02/2024 | Present |
| The Guardian Group | Lakewood | CO | 01/2023 | 04/2024 |
| Colorado Cherry Pie Company | Denver | CO | 09/2022 | 12/2022 |
| Bank Of America | Highlands Ranch | CO | 05/2021 | 09/2022 |
| Metro Screen Works | Littleton | CO | 10/2020 | 05/2021 |
| Bank Of America | Highlands Ranch | CO | 06/2019 | 10/2020 |
| Advanced Tax Solutions | Denver | CO | 12/2018 | 06/2019 |
| Keybank | Castle Rock | CO | 06/2017 | 12/2018 |
| Innovative Body Recovery | Parker | CO | 10/2016 | 05/2017 |
| Starbucks Coffee Company | Lakewood | CO | 03/2015 | 01/2017 |
| Cacciamatta And Associates, Inc. | Centennial | CO | 04/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Cacciamatta and Associates, Inc./Investment Related - Yes/9200 E Mineral Ave, Suite 400, Centennial, CO 80112 949-338-1701/Gianmarco is a Registered Investment Advisor with TFA./Administrative Assistant/04.2024/100/100/I complete administrative/ receptionist tasks for Gianmarco.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-14 |
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