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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 | 2022-04-04 |
| IL | RA | APPROVED | 2018-03-02 |
Branch Locations
2625 Butterfield Rd Suite 126N, Oak Brook, IL 60523 • United States
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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Downers Grove | IL | 11/2017 | Present |
| Wfgia | Downers Grove | IL | 06/2000 | Present |
| Until Now Consulting | Chicago | IL | 03/2016 | Present |
| Legacyshield Solutions, Inc | Jacksonville | FL | 05/2021 | Present |
| Net Law Group Inc. | Louisville | KY | 05/2022 | Present |
| Wealthwave | Johns Creek | GA | 01/2012 | Present |
| The Danish Home Association | Chicago | IL | 06/2023 | Present |
| Danish American Language Foundation | Libertyville | IL | 03/2026 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Net Law Group Inc. / 0522 -Present / Investment Related: No / 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243/ Agent / Estate Planning Service / Hrs. Work Monthly: 4 / Sec Trading Hrs: 1 / Offering estate planning solutions to prospects and clients when it's in their interest. LegacyShield Solutions, Inc / 0521-Present / Investment Related: Yes / 100 Executive Way #105, Jacksonville, FL 32082 / Agent or Advisor / Estate/ Hrs Work Monthly: 4 / Sec Trading Hrs: 1 / offering estate planning solutions to prospects and client when it's in their best interest UNTIL NOW CONSULTING/Investment Related - No/5836 W Carmen Ave. Chicago, IL 60630/General Business Consulting/Owner/03.2017/80/0/General Business Consulting THE DANISH HOME ASSOCIATION POSITION: Director NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 5656 N Newcastle Ave, Chicago IL 60631, United States DESCRIPTION: The board meets every other month to steer theThe Danish Home of Chicagotowards a sustainable future.The board sets policies, approves business decisions, and evaluate executive performance. DANISH AMERICAN LANGUAGE FOUNDATION POSITION: Board Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2026 ADDRESS: 872 S Milwaukee Ave, Ste 148, Libertyville IL, 60048 , United States DESCRIPTION: The board meets twice per year. Responsibilities include participating in board meetings, providing strategic input on organizational initiatives, supporting program development, and assisting with outreach and community engagement.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-09 |
| S65 | Uniform Investment Adviser Law Examination | 2018-03-01 |
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