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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-27 |
| TX | RA | APPROVED_RES | 2024-07-08 |
| OH | RA | APPROVED | 2012-01-06 |
Branch Locations
3 W Garden St. Suite 349, Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Marketing Group | Flint | MI | 02/2005 | 03/2025 |
| Wfgia | Pensacola | FL | 06/2011 | Present |
| Transamerica Financial Advisors, Inc | Pensacola | FL | 01/2012 | Present |
| Net Law | Louisville | KY | 02/2019 | Present |
| Eusurian Agency | Sandy Springs | GA | 12/2019 | 08/2026 |
| Aarp United Health Care Medicare Plans | Eastlake | OH | 03/2020 | Present |
| Pinnacle Financial Services | Warminster | PA | 02/2022 | Present |
| Linqqs | Henderson | NV | 08/2023 | Present |
| Legal Shield | Ada | OK | 07/2026 | Present |
| Life Wave | Draper | UT | 08/2026 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Pinnacle Financial Services / 0222-Present / Investment Related: No / 65 W. Street Rd. A-101 Warminster, PA 18974 / Agent / Medicare Ins. / Hrs. Work Monthly: 10 / Sec Trading Hrs: 2 / I will be talking to people about Medicare and getting them involved with the Medicare products. AARP United health Care Medicare Plans / 0320-Present/ Investment Related: No/35784 Lakeland Blvd. Unit 1, Eastlake, OH 44095/Insurance Agent/Medicare Insurance/ Hrs Work Monthly: 40 / Sec Trading Hrs: / Contact individuals who are medicare eligible. Discuss their unique health care needs and provide information about AARP united health care plans that are available to them NET LAW/NO/12910 SHELBYVILLE RD, LOUISVILLE, KY 40243/THIS COMPANY DOES DOCUMENTS TO DO THERE WILLS, TRUST,POA'S, MEDICAL POA'S AND HIPPA FORMS/AGENT/02/12/2019/30/2/I TALK TO CLIENTS WHEN I DO THERE FNA'S AS PART OF THERE OVER ALL ESTATE PLAN. LINQQS POSITION: Agent NATURE: Covid Relief financial services INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 4 START DATE: 08/14/2023 ADDRESS: 2485 Village View Dr., Suite 190, Henderson NV 89074, United States DESCRIPTION: I will be making calls, sending out emails, prospecting new clients for the employee retention credit. LEGAL SHIELD POSITION: Representative NATURE: Provide a legal service to people INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/11/2026 ADDRESS: One Pre-Paid Way, Ada OK 74820, United States DESCRIPTION: Talk with people to see if they would be interested in having legal services 24 hours a day. LIFE WAVE POSITION: Brand Partner NATURE: Photo Therapy Device INVESTMENT RELATED: No NUMBER OF HOURS: 36 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2026 ADDRESS: 13893 Minuteman Dr., Draper UT 84020, United States DESCRIPTION: I would be sharing/educating the technology of the photo thearpy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-13 |
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