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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
IL RA APPROVED 2014-02-14
  • IL RA
    APPROVED
    Since 2014-02-14

Branch Locations

One Trans Am Plaza, Oakbrook Terrace, IL 60181 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wfg Oakbrook Terrace IL 06/2001 Present
Midwest Insurance Brokerage Services Arlington Heights IL 06/2005 Present
Unite Events Oakbrook Terrace IL 06/2010 Present
Transamerica Financial Advisors, Inc Oakbrook Terrace IL 01/2012 Present
Heartland Institute Of Financial Education Aurora CO 06/2012 Present
Unite Financial Group Llc Oakbrook Terrace IL 11/2008 Present
Hife College Planning Program Aurora CO 11/2012 Present
Team Victory Oakbrook Terrace IL 02/2016 Present
National Association Of Registered Social Security Analysts Melville NY 11/2021 Present
World System Builders (Wsb) Villa Park IL 03/2023 Present
Victory Brokerage Services Willowbrook IL 03/2023 Present
  • 06/2001 → Present
    Wfg
    Oakbrook Terrace, IL
  • 06/2005 → Present
    Midwest Insurance Brokerage Services
    Arlington Heights, IL
  • 06/2010 → Present
    Unite Events
    Oakbrook Terrace, IL
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Oakbrook Terrace, IL
  • 06/2012 → Present
    Heartland Institute Of Financial Education
    Aurora, CO
  • 11/2008 → Present
    Unite Financial Group Llc
    Oakbrook Terrace, IL
  • 11/2012 → Present
    Hife College Planning Program
    Aurora, CO
  • 02/2016 → Present
    Team Victory
    Oakbrook Terrace, IL
  • 11/2021 → Present
    National Association Of Registered Social Security Analysts
    Melville, NY
  • 03/2023 → Present
    World System Builders (Wsb)
    Villa Park, IL
  • 03/2023 → Present
    Victory Brokerage Services
    Willowbrook, IL
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. National Association of Registered Social Security Analysts / 1121-Present / Investment Related: No / 68 South Service Road, Suite 100, Melville, NY 11747 / RSSA / Social Security Analysis / Hrs. Work Monthly: 20 / Sec Trading Hrs: 1 / Collect information to run analyses on Social Security claiming decisions and dates and answer questions related to this. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION, NOT INVESTMENT RELATED, 2851 S. PARKER RD. SUITE 1100, AURORA, CO 80014, NON PROFIT PROVIDER FINANCIAL LITERACY CLASSES AT THE WORK PLACE, CERTIFIED FINANCIAL EDUCTOR, 06/2012, 20 HRS PER MONTH DURING SEC TRADING HOURS, TEACH CLASSES TO EMPLOYEES AT THIER WORK PLACE. UNITE EVENTS, NOT INVESTMENT RELATED, 1 TRANS AM PLAZA DRIVE, SUITE 535, OAKBROOK TERRACE, IL 60181, MEETING AND EVENTS ORGANIZATION, BUGETING & FUNDING FOR MIDWEST AREA WFG TEAMS, IN CHARGE OF COLLECTING CONTRIBUTION AND DISBURSING FUNDS TO VENDORS, HOTELS AND RESTAURANTS, 06/2010, 10 HRS PER MONTH DURING SECURITIES TRADING HOURS, ACCOUNTS RECEIVABLES & COLLECTIBLES FOR EVENTS & MEETINGS. MIDWEST INSURANCE BROKERAGE SERVICES, 54 W. SEEGERS RD., ARLINGTON HEIGHTS, IL 60005, HEALTH INSURANCE BROKERAGE COMPANY, HEALTH INSURANCE AGENT, 06/2005, 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS, SOLICITATION & PLACEMENT OF INDIVIDUAL & GROUP HEALTH INSURANCE POLICIES. WFG, 11315 JOHNS CREEK PKWY, JOHNS CREEK, GA 30097, FIXED INSURANCE AND ANNUITY MARKETING ORGANIZATION, LIFE INSURANCE AGENT & MARKTING DIRECTOR, 06/2001, 160 HOURS/MONTH DURING SEC TRADING HRS, SOLICITATION AND PLACEMENT OF INDIVIDUAL LIFE & ANNUITY POLICIES. UNITE FINANCIAL GROUP LLC, 1 TRANS AM PLAZA DRIVE SUITE 535 OAKBROOK TERRACE, IL 60181, NON-INVESTMENT RELATED, I AM A PARTNER OF THIS OBA AND AM PARTLY RESPONSIBLE FOR PROPERTY MANAGEMENT AND RENT COLLECTION OF THE OFFICE SPACE, 16 HOURS PER MONTH; HIFE COLLEGE PLANNING PROGRAM, 2851 S PARKER RD, AURORA, CO, 80014, NON-INVESTMENT RELATED, COLLEGE PLANNING CONSULTANT, 32 HOURS PER MONTH TEAM VICTORY; 02/18/2016; NOT INV RELATED; PAYROLL ADMINISTRATOR; 1 TRANS AM PLAZA DRIVE, 535, OAKBROOK TERRACE, IL 60181; THE ONLY PURPOSE OF THIS ENTITY IS TO MAKE PAYROLL FOR OFFICE STAFF/EMPLOYEES BI-WEEKLY. NO EARNINGS, INCOME OR PROFIT ARE MADE; 0 HRS/MO; O TRADING; PAY EMPLOYEES BI-MONTHLY. VICTORY BROKERAGE SERVICES POSITION: Owner NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2023 ADDRESS: 565 Ridge moor Dr, Willow Brook IL 60527, United States DESCRIPTION: Tax Preparation

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-03
S63 Uniform Securities Agent State Law Examination 1996-08-19
  • S65 Uniform Investment Adviser Law Examination
    2014-02-03
  • S63 Uniform Securities Agent State Law Examination
    1996-08-19
Other Names
  • Victor Salvador

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