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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
KY RA APPROVED 2012-01-06
  • KY RA
    APPROVED
    Since 2012-01-06

Branch Locations

107 W Woodford St, Lawrenceburg, KY 40342 • 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 Lexington KY 11/2023 Present
Msi Financial Group, Inc Lexington KY 08/2007 Present
Hamburg Properties Lexington KY 01/2006 Present
Msi Capital Group, Inc. Lexington KY 05/2008 Present
Transamerica Financial Advisors, Inc Lexington KY 01/2012 Present
Msi Capital Group, Inc Dba Msi Lending Of Lexington Lexington KY 06/2012 Present
World Title And Abstract Inc. Lexington KY 06/2005 12/2018
Central Llc Lexington KY 03/2016 12/2023
Wyndham Llc Lexington KY 12/2015 Present
Msi Lending, Inc. Lexington KY 12/2002 12/2024
Universal Marketing Group, Inc. Lexington KY 02/2004 01/2023
2700 Old Rosebud Council Nof Co-Owner Lexington KY 05/2017 06/2025
Triton Airways Llc Lexington KY 06/2019 07/2019
Triton Airways Llc Lexington KY 02/2021 02/2023
Psa Airlines, Inc, Vandalia OH 12/2022 12/2022
Wealthwave Johns Creek GA 02/2023 Present
Spirit Airlines, Inc. Fort Lauderdale FL 03/2023 02/2024
Delta Air Lines Atlanta GA 11/2023 Present
  • 11/2023 → Present
    Wfgia
    Lexington, KY
  • 08/2007 → Present
    Msi Financial Group, Inc
    Lexington, KY
  • 01/2006 → Present
    Hamburg Properties
    Lexington, KY
  • 05/2008 → Present
    Msi Capital Group, Inc.
    Lexington, KY
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Lexington, KY
  • 06/2012 → Present
    Msi Capital Group, Inc Dba Msi Lending Of Lexington
    Lexington, KY
  • 06/2005 → 12/2018
    World Title And Abstract Inc.
    Lexington, KY
  • 03/2016 → 12/2023
    Central Llc
    Lexington, KY
  • 12/2015 → Present
    Wyndham Llc
    Lexington, KY
  • 12/2002 → 12/2024
    Msi Lending, Inc.
    Lexington, KY
  • 02/2004 → 01/2023
    Universal Marketing Group, Inc.
    Lexington, KY
  • 05/2017 → 06/2025
    2700 Old Rosebud Council Nof Co-Owner
    Lexington, KY
  • 06/2019 → 07/2019
    Triton Airways Llc
    Lexington, KY
  • 02/2021 → 02/2023
    Triton Airways Llc
    Lexington, KY
  • 12/2022 → 12/2022
    Psa Airlines, Inc,
    Vandalia, OH
  • 02/2023 → Present
    Wealthwave
    Johns Creek, GA
  • 03/2023 → 02/2024
    Spirit Airlines, Inc.
    Fort Lauderdale, FL
  • 11/2023 → Present
    Delta Air Lines
    Atlanta, GA
Previous Registrations
  • 2008-09-23 → 2012-01-06
    Investment Advisors International, Inc.
    Louisville, KY
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc WealthWaveJohns CreekGeorgiaUnited StatesYesNA 02/2023PRESENT MSI FINANCIAL GROUP INC, 08/01/2007; YES RELATED; PRESIDENT; 271 WEST SHORT STREET, SUTIE 510B, LEXINGTON, KY 40507; RESIDENTIAL AND COMMERCIAL PROPERTY & CASUALTY COMPANY; 7 HRS/MO; 1 TRADING HR; QUOTE AUTO AND HOME AND GENERAL LIABILITY WORK COMP FOR CLIENTS. MSI CAPITAL GORUP, INC; 05/01/2008; NOT RELATED; 271 WEST SHORT STREET, SUITE 510A, LEXINGTON, KY 40507; PRESIDENT; COMMERCIAL MORTGAGE BROKERAGE. I SHOP COMMERICAL LOANS FOR CLIENTS; 5 HRS/MO; 1 TRADING; PACKAGE,SHOP, PLACE COMMERCIAL MORTGAGE LOANS. Hamburg Properties/No/PO Box 55470, Lexington, KY 40555/Commercial Real Estate/Managing Member/1/1/2006/1/0/Collect Rent, Make Mortgage & Association Payments WYNDHAM LLC-NO/355 SOUTH BROADWAY, UNIT 804,LEXINGTON, KY 40508/THIS IS A REAL ESTATE HOLDING COMPANY/MANAGING MEMBER/12.15.2015/1/0/DEPOSIT TENANT PAYMENTS Delta Air Lines Investment related - No PO Box 20706 Atlanta GA 30320-6001 404-715-6767 delta.com pilot 11/30/2023 Safely assist the captain in operating the aircraft in accordance with all Federal Aviation Regulations and company policies and procedures. Aid other crew members to guarantee a safe and pleasant experience for all passengers.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-05
S63 Uniform Securities Agent State Law Examination 2002-09-24
  • S65 Uniform Investment Adviser Law Examination
    2008-09-05
  • S63 Uniform Securities Agent State Law Examination
    2002-09-24

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