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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-16 |
Branch Locations
700 Military Cutoff Rd. Suite 104, Wilmington, NC 28405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage Services | Cincinnati | OH | 06/2024 | 02/2025 |
| Western & Southern Life Insurance | Wilmington | NC | 05/2024 | 02/2025 |
| Colonial Life & Accident Company | Columbia | SC | 12/2023 | 04/2024 |
| The Dean Company Of North Carolina | Holly Ridge | NC | 01/2023 | 06/2023 |
| Treemex Import & Export Gmbh | Nordenham | 07/2016 | 11/2023 | |
| Unemployed | Wilmington | NC | 12/2023 | 12/2023 |
| United Financial Services | Baltimore | MD | 03/2025 | Present |
| Transamerica Financial Advisors, Llc | Waunakee | WI | 05/2025 | Present |
| Transamerica Agency Network | Baltimore | MD | 03/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. United Financial Services |1201 Wills Street STE 200, Baltimore, MD 21231| Sales Agent | Life and Health Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-17 |
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