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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-09-18 |
| TX | RA | APPROVED | 2020-09-17 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Mml Investors Services | Scottsdale | AZ | 04/2017 | 04/2019 |
| Nova Financial & Insurance Services | Tucson | AZ | 12/2011 | 03/2017 |
| Allstate Insurance Company | Tucson | AZ | 04/2019 | 09/2020 |
| Mass Mutual Life Insurance | Springfield | MA | 03/2017 | 04/2019 |
| Transamerica Financial Advisor | Tucson | AZ | 09/2020 | Present |
| World Financial Group, Inc | Tucson | AZ | 05/2020 | Present |
| Transamerica Insurance Company ??" Employee Benefits | Denver | CO | 09/2020 | Present |
| Ams/Symetra Life Insurance Co | Bellevue | WA | 07/2022 | Present |
| Professional Designation | Tucson | AZ | 10/1991 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Transamerica Insurance Company Employee Benefits / 0920-Present / Investment Related: No / 1801 California Street, suite 5200 Denver, CO 80202 / Agent / EE Benefit Insurance/ Hrs Work Monthly: 75 / Sec Trading Hrs: 2 / Prospect, present insurance proposals, enroll new employees AMS/SYMETRA LIFE INSURANCE CO POSITION: Agent NATURE: Fixed Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 1 START DATE: 07/15/2022 ADDRESS: 777 108th Ave NE, Suite 1200,, Bellevue WA 98004 DESCRIPTION: Marketing and selling fixed life insurance and annuities, to include Tribal Life insurance. PROFESSIONAL DESIGNATION POSITION: ChFC NATURE: Insurance and Investment Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 6 START DATE: 10/25/1991 ADDRESS: 2560 E 10th Street, Tucson AZ 85716, United States DESCRIPTION: Marketing, sales and client reviews.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-26 |
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