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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
OH RA APPROVED 2012-09-25
  • OH RA
    APPROVED
    Since 2012-09-25

Branch Locations

6490 Centerville Business Parkway, Dayton, OH 45459 • 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 Dayton OH 01/2004 Present
Carrabba'S Italin Grill Centerville OH 04/2005 12/2018
United Health Care Dayton OH 12/2006 Present
Transamerica Financial Advisors, Inc Dayton OH 01/2012 Present
Debtmerica Relief Santa Ana CA 01/2012 04/2022
Awesome Benefit Advisors Sandy UT 05/2016 11/2017
Transamerica Employee Benefits Cedar Rapids IA 01/2019 Present
H7 Centerville OH 07/2021 Present
Martens Properties Partnership Llc Kettering OH 04/2022 Present
Diabetes Dayton Dayton OH 10/2009 Present
Prevent Blindness Dayton OH 08/2010 Present
  • 01/2004 → Present
    Wfgia
    Dayton, OH
  • 04/2005 → 12/2018
    Carrabba'S Italin Grill
    Centerville, OH
  • 12/2006 → Present
    United Health Care
    Dayton, OH
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Dayton, OH
  • 01/2012 → 04/2022
    Debtmerica Relief
    Santa Ana, CA
  • 05/2016 → 11/2017
    Awesome Benefit Advisors
    Sandy, UT
  • 01/2019 → Present
    Transamerica Employee Benefits
    Cedar Rapids, IA
  • 07/2021 → Present
    H7
    Centerville, OH
  • 04/2022 → Present
    Martens Properties Partnership Llc
    Kettering, OH
  • 10/2009 → Present
    Diabetes Dayton
    Dayton, OH
  • 08/2010 → Present
    Prevent Blindness
    Dayton, OH
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. H7 / 0721-Present / Investment Related: No / 7625 Paragon Rd. Centerville, OH 45459 / No Title-Member Only /Hrs. Work Monthly: 4 / Sec Trading Hrs: 0/ 1 time a week we meet for 1 hour to network TRANSAMERICA EMPLOYEE BENEFITS/NO/4333 EDGEWOOD RD NE, CEDAR RAPIDS, IA 52499/GROUP EMPLOYEE BENEFITS/INDEPENDENT CONTRACTOR/01/27/2019/2/1/SELL GROUP EMPLOYEE BENEFITS TO COMPANIES, LIFE, HEALTH PRODUCTS GROUP ONLY UNITED HEALTH CARE/no/Dayton, OH/Agent-12/2006/Sell Health Insurance/Group plans Sales5/2/approved with restrictions Martens Properties Partnership LLC/no/5297 Oakbrook Dr Kettering OH 45440 / Partnership Owner - Real Estate Rental 4/15/2022 / 0/0 / Provide a building and land for a business. I have NO daily activities or responsibilities/Approved with Restrictions DIABETES DAYTON POSITION: FINANCIAL NATURE: BOARD MEMBER INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2009 ADDRESS: 2555 S DIXIE DR SUITE 112, DAYTON OH 45409, United States DESCRIPTION: I LOOK AT THE EXPENSES AND INCOME OF THE ORGANIZATION EACH MONTH. I DO NOT CONTROL ANY OF THESE ITEMS. REVIEW THE INCOME AND EXPENSES WITH THE BOARD MEMBERS BUT HAVE NO CONTROL OVER THEM. PREVENT BLINDNESS POSITION: BOARD MEMBER NATURE: BOARD MEMBER INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2010 ADDRESS: 313 S JEFFERSON ST, DAYTON OH 45402, United States DESCRIPTION: I ATTEND A QUARTLERY MEETING. I HELP SUPPORT PBO BY A YEARLY DONATION AND HELPING TO PROMOTE AWARENESS IN THE COMMUNITY.

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