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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-06-25 |
Branch Locations
8861 W. Sahara Ave. Suite 260, Las Vegas, NV 89117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Las Vegas | NV | 04/2024 | Present |
| Wfgia | Las Vegas | NV | 04/2024 | Present |
| Cigna | Bloomfield | CT | 03/2019 | 06/2025 |
| Wellcare | Las Vegas | NV | 04/2014 | 03/2019 |
| Cambia Health Solutions | Portland | OR | 02/2019 | Present |
| Harvestreact Llc | Pleasant Grove | UT | 12/2024 | Present |
| Health Care Service Corporation | Chicago | IL | 06/2025 | Present |
| Penn Mutual | Millville | NJ | 05/2025 | Present |
| Inheritguard Network | Aurora | CO | 12/2025 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). CIGNA/Investment Related - No/900 Cottage Grove Road, Bloomfield, CT 06002 \ Medication Therapy Management/Pharmacist//Medication counseling CAMBIA Health Solutions/Investment Related - No/100 SW Market St, Portland, OR 97201 /Healthcare/Pharmacist Independent medication reviews HARVESTREACT LLC POSITION: Consultant NATURE: E-commerce INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/09/2024 ADDRESS: 1440 N 1070 W, Pleasant Grove UT 84062, United States DESCRIPTION: As an E-Commerce consultant, Harvest React LLC will establish an LLC on my behalf that is paired with an Ad Partner to increase sales volume. I will not have any daily activities or responsibilities with this OBA. HEALTH CARE SERVICE CORPORATION POSITION: Pharmacist NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 06/11/2025 ADDRESS: 300 E RANDOLPH ST, Chicago IL 60601, United States DESCRIPTION: Conduct medication reviews PENN MUTUAL POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 05/30/2025 ADDRESS: 1600 Malone Street, Millville NJ 08332, United States DESCRIPTION: Solicit life insurance INHERITGUARD NETWORK POSITION: Referral NATURE: Legacy planning (Creates Trusts) INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2025 ADDRESS: 5735 N Genoa Way, Aurora CO 80019, United States DESCRIPTION: Refer clients for consultations regarding living trusts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-20 |
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