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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
MD RA APPROVED 2024-01-06
  • MD RA
    APPROVED
    Since 2024-01-06

Branch Locations

14203 Park Center Drive Suite 304, Laurel, MD 20707 • 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 Laurel MD 07/2001 Present
Benefit Mall Health Insurance Upper Marlboro MD 01/2003 Present
Transamerica Financial Advisors, Inc Laurel MD 01/2012 Present
Heartland Institute Of Financial Education Aurora CO 10/2012 Present
Debtmerica, Llc Santa Ana CA 09/2013 02/2022
Aca Marketing Enrollment Solutions Inc. Bedford Park IL 11/2014 09/2017
American Family Life Assurance Company Sicklerville NJ 11/2015 09/2017
David Mcmillan Upper Marlboro MD 05/2014 Present
Dhm Group Inc Upper Marlboro MD 01/2016 Present
Netlaw Group, Inc Louisville KY 07/2021 Present
Mpowering America Henderson NV 07/2021 02/2022
Wealthwave Johns Creek GA 01/2019 Present
  • 07/2001 → Present
    Wfgia
    Laurel, MD
  • 01/2003 → Present
    Benefit Mall Health Insurance
    Upper Marlboro, MD
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Laurel, MD
  • 10/2012 → Present
    Heartland Institute Of Financial Education
    Aurora, CO
  • 09/2013 → 02/2022
    Debtmerica, Llc
    Santa Ana, CA
  • 11/2014 → 09/2017
    Aca Marketing Enrollment Solutions Inc.
    Bedford Park, IL
  • 11/2015 → 09/2017
    American Family Life Assurance Company
    Sicklerville, NJ
  • 05/2014 → Present
    David Mcmillan
    Upper Marlboro, MD
  • 01/2016 → Present
    Dhm Group Inc
    Upper Marlboro, MD
  • 07/2021 → Present
    Netlaw Group, Inc
    Louisville, KY
  • 07/2021 → 02/2022
    Mpowering America
    Henderson, NV
  • 01/2019 → Present
    Wealthwave
    Johns Creek, GA
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WealthWave Johns Creek United States No None 01/2019 PRESENT ACA MARKETING ENROLLMENT SOLUTIONS INC; NOT INVESTMENT RELATED; TO PROVIDE ENROLL INDIVIDUALS INTO TO HEALTH INSURANCE IN ACCORDANCE WITH THE AFFORDABLE CARE ACT; LICENSED HEALTH INSURANCE AGENT; 11/06/2014; 24 HOURS/MONTH; ENROLLING INDIVIDUAL CUSTOMERS OF LIBERTY TAX SERVICES INTO HEALTH INSURANCE IAW THE AFFORDABLE CARE ACT AMERICAN FAMILY LIFE ASSURANCE COMPANY; 11/10/2015; YES INV RELATED; 900 LIBERTY PLACE, SICKLERVILLE, NJ 08081; SUPPLEMENTAL INSURANCE, I.E, ACCIDENT, CANCER/SPECIFIED DISEASE, DENTAL, HOSPITAL CONFINEMENT INDEMNITY, HOSPITAL CONFINEMENT SICKNESS INDEMNITY, HOSPITAL INTENSIVE CARE, VISION; INDEPENDENT AGENT; 10 HRS/MO; 1 TRADING; OCCASSIONALLY TALK WITH AND PROVIDE SMALL BUSINESSES EMPLOYEES SUPPLEMENTAL INSURANCE. DAVID MCMILLAN/YES/11554 JOYCETON DRIVE, UPPER MARLBORO,MARYLAND 20850/WE RENT OUR RESIDENTIAL HOMES/DAVID MCMILLAN/5.11.2014/N.A/1/0/HARDLY NO ACTIVITY.PROPERTY MANAGED BY FRIEND AND MANAGEMENT COMPANY 7/30/2021 NETLAW GROUP, INC/12910 SHELBYVILLE RD # 124 LOUISVILLE, KY- Kentucky 40243/No/WILLS AND TRUSTS.REFERRAL AGENT/ACTIVITIES BASED ON CLIENTS' NEEDS. IT MAY NOT BE A DAILY ACTIVITY. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: CERTIFIED FINANCIAL EDUCATOR, CFEd NATURE: Financial Education INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2012 ADDRESS: 8301 EAST PRENTICE AVE, STE 312, GREENWOOD VILLAGE CO 80111, United States DESCRIPTION: EDUCATING WORKPLACE EMPLOYEES AND FAMILIES ON THE CONCEPTS OF FINANCIAL LITERACY. DHM GROUP INC POSITION: PRESIDENT NATURE: Entity Ownership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 403 Lonsdale Ct, Upper Marlboro MD 20774, United States DESCRIPTION: No daily activities. This is a pass through entity for accounting purposes created by my CPA to manage the administration of my taxes. BENEFIT MALL HEALTH INSURANCE Investment related No Agent 1/01/2003 UPPER MARLBORO, MD

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-05
S63 Uniform Securities Agent State Law Examination 2001-12-21
  • S65 Uniform Investment Adviser Law Examination
    2024-01-05
  • S63 Uniform Securities Agent State Law Examination
    2001-12-21

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