Best Investors Account Sign in
Current Employers
Transamerica Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2012-01-06
  • ID RA
    APPROVED
    Since 2012-01-06

Branch Locations

980 John Adams Parkway, Idaho Falls, ID 83401 • 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
Wfgia Idaho Falls ID 06/2001 Present
Bell Financial Idaho Falls ID 06/2011 Present
Transamerica Financial Advisors Idaho Falls ID 01/2012 Present
Inclined Associates Idaho Falls ID 02/2014 Present
Club Apple Idaho Falls ID 06/2021 Present
Letrip International Idaho Falls, ID 02/2022 Present
Wealthwave Idaho Falls ID 11/2022 Present
  • 06/2001 → Present
    Wfgia
    Idaho Falls, ID
  • 06/2011 → Present
    Bell Financial
    Idaho Falls, ID
  • 01/2012 → Present
    Transamerica Financial Advisors
    Idaho Falls, ID
  • 02/2014 → Present
    Inclined Associates
    Idaho Falls, ID
  • 06/2021 → Present
    Club Apple
    Idaho Falls, ID
  • 02/2022 → Present
    Letrip International
    Idaho Falls,, ID
  • 11/2022 → Present
    Wealthwave
    Idaho Falls, ID
Previous Registrations
  • 2007-05-29 → 2012-01-06
    Investment Advisors International, Inc.
    Idaho Falls, ID
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 11/2022PRESENTWealthWaveIdaho FallsIdahoUnited StatesYesNA LeTrip International / 0222-Present / Investment Related: No / Idaho Falls, ID 83404 / President, VP, Treasurer / Hrs. Work Monthly: 1 / Sec Trading Hrs: 0/ Meet weekly sharing leads-referrals. Currently no financial prof in the group. My participation will fill that sopt, and no other financial professionals will be allowed in this local chapter. Volunteer leadership expected (Pres,VP,Treasurer) Club Apple / 0621-Present / Investment Related: No /2030 Jennie Lee Dr. Idaho Falls, ID 83404 / Spin Instructor / Health & Exercise / Hrs Work Monthly: 10 / Sec Trading Hrs: 0 / Lead, and teach an exercise class on an indoor cycle. INCLINED ASSOCIATES; NOT INVESTMENT RELATED; 1833 E 17TH ST SUITE 2, IDAHO FALLS ID 83404; THIS ENTITY IS USED TO MANAGE OFFICE FEES FOR EXISTING BUSINESS AND ASSOCIATED WORLD FINANCIAL GROUP REPS; OFFICE MANAGER; 02/2014; 4 HRS/MONTH; MANAGING PROCESS AND EXPENDITURES, MANAGING EXPENSES FOR SAID BUSINESS IE, PHONE, LEASE, INTERNET, ETC BELL FINANCIAL/no/1833 E 17th St. Idaho Falls ID 83404/2089324559/LOAN ORIGINATOR/6/2001/Mortgage loan organization/

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-02
S63 Uniform Securities Agent State Law Examination 2001-08-20
  • S65 Uniform Investment Adviser Law Examination
    2007-05-02
  • S63 Uniform Securities Agent State Law Examination
    2001-08-20

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Idaho Falls, ID

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor