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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-13 |
| NC | RA | APPROVED | 2016-07-22 |
| OH | RA | APPROVED | 2012-01-06 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Cincinnati | OH | 06/2001 | Present |
| Transamerica Financial Advisors, Inc | Cincinnati | OH | 01/2012 | Present |
| Net Law Group Inc. | Louisville | KY | 02/2021 | Present |
| Wealthwave | Cincinnati | OH | 01/2016 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Wealthwave | investment related | marketing | 01/2016 | CincinnatiOhioUnited States| approved co-brand company through WFGIA Net Law Group Inc. / 0220-Present /Investment Related: No/ 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243/ Representative / Provides Estate Documents / Hrs Work Monthly: 4 / Sec Trading Hrs: 0 / If a client or pros[pect wishes to have a Estate document such as a Will or Trust, I can an account for them through NetLaw and they can create their Will and Trust documents.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-20 |
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