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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-07-27 |
Branch Locations
60 West Union St Suite 201, Kingston, PA 18704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Kingston | PA | 06/2001 | Present |
| Transamerica Financial Advisors, Inc | Kingston | PA | 01/2012 | Present |
| Netlaw | Louisville | KY | 09/2025 | Present |
| Wealthwave | Alpharetta | GA | 01/2021 | Present |
"Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." NETLAW POSITION: advisor NATURE: estate planning INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 09/09/2025 ADDRESS: 12910 Shelbyville Rd, Louisville KY 40243, United States DESCRIPTION: Help to complete #7 of the "7 Money Milestones" of our book "How Money Works: Don't Be a Sucker" WEALTHWAVE POSITION: Agent NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2021 ADDRESS: 190 Bluegrass Valley Pkwy., Alpharetta GA 30005, United States DESCRIPTION: WFG Co-Brand
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-02 |
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