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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
NY RA APPROVED 2021-05-08
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NY RA
    APPROVED
    Since 2021-05-08

Branch Locations

80 Orville Dr. Ste 100, Bohemia, NY 11716 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
World Financial Group Bohemia NY 10/2006 Present
Health Insurance Burbank CA 03/2007 Present
Freelance Bio Writer Encino CA 11/2009 Present
Transamerica Financial Advisors, Inc Bohemia NY 01/2012 Present
Valle Incorporated Weston FL 01/2014 Present
Fpf North America Corp Port Jefferson NY 02/2019 Present
  • 10/2006 → Present
    World Financial Group
    Bohemia, NY
  • 03/2007 → Present
    Health Insurance
    Burbank, CA
  • 11/2009 → Present
    Freelance Bio Writer
    Encino, CA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Bohemia, NY
  • 01/2014 → Present
    Valle Incorporated
    Weston, FL
  • 02/2019 → Present
    Fpf North America Corp
    Port Jefferson, NY
Previous Registrations
  • 2008-09-18 → 2012-01-06
    Investment Advisors International, Inc.
    Hauppage, NY
    Agoura Hills, CA
Other Businesses

"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." VALLE INCORPORATED; NOT INVESTMENT RELATED; 370 CARRINGTON DR, WESTON FL 33326; EXPORT OF LABOROTORY RESEARCH EQUIPMENT; VP OF SALES; 01/2014; 60 HRS/MONTH; GENERATING PRICE QUOTATIONS OF MERCHANDISE FOR SALE TO FOREIGN RESEARCH UNIVERSITIES FPF North America Corp / 0219-present/ INVESTMENT RELATED: NO /119 Oakwood Rd. Port Jefferson, NY 11777 / President / Pass through entity our accountant suggested we set up / hrs work monthly: 2 / Sec trading hrs: 0 / Oversee expenses Freelance Bio /1109-Present / Investment Related: No / 17453 Califa St. Fresno, CA 91316 / Owner/ Hrs Work Monthly: na / Sec Trading Hrs: na / Interview of athletes and personal trainers or other authors review of their books and a write up of the conversation. Health Insurance / 0307-Present / Investment Related: No /Burbank, CA / NA / NA/Hrs Work Monthly: / Sec Trading Hrs: / NA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-20
S63 Uniform Securities Agent State Law Examination 2007-03-23
  • S65 Uniform Investment Adviser Law Examination
    2007-12-20
  • S63 Uniform Securities Agent State Law Examination
    2007-03-23
Other Names
  • Brian Batter

View on SEC IAPD

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