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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-06-01 |
| TN | RA | APPROVED | 2026-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Cedar Rapids | IA | 05/2026 | Present |
| Transamerica Financial Advisors | Cedar Rapids | IA | 05/2026 | Present |
| Raymond James Financial Services | Scottsdale | AZ | 10/2015 | 09/2016 |
| Raymond James Financial Services Advisors Inc. | Scottsdale | AZ | 03/2016 | 09/2016 |
| New York Life Insurance Company | Grand Rapids | MI | 09/2016 | 07/2021 |
| Nylife Securities Llc | Grand Rapids | MI | 11/2016 | 07/2021 |
| Eagle Strategies Llc | Grand Rapids | MI | 12/2016 | 07/2021 |
| Raymond James & Associates, Inc. | Albuquerque | NM | 07/2021 | 12/2021 |
| Raymond James Financial Services | Albuquerque | NM | 07/2021 | 12/2021 |
| Raymond James Financial Services Advisors Inc. | Albuquerque | NM | 07/2021 | 12/2021 |
| Unemployed | Albuquerque | NM | 01/2022 | 03/2022 |
| D.A. Davidson & Co. | Albuquerque | NM | 03/2022 | 04/2022 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2022 | 05/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 05/2026 |
| Cetera Investment Services | St Cloud | MN | 05/2024 | 05/2026 |
| Cetera Advisors Llc | Greenwood Village | CO | 04/2024 | 05/2026 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 04/2026 | 05/2026 |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-14 |
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