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
NC RA APPROVED 2021-01-11
TX RA APPROVED_RES 2020-09-15
NJ RA APPROVED 2012-01-06
VA RA APPROVED 2012-01-06
  • NC RA
    APPROVED
    Since 2021-01-11
  • TX RA
    APPROVED_RES
    Since 2020-09-15
  • NJ RA
    APPROVED
    Since 2012-01-06
  • VA RA
    APPROVED
    Since 2012-01-06

Branch Locations

1403 Greenbrier Pkwy. Suite 425, Chesapeake, VA 23320 • 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
Judy S. Se-Fune Accounting & Tax Services Virginia Beach VA 01/1996 06/2020
Benefit Plans Inc. Virgiinia Beach VA 10/2003 10/2022
Wfgia Chesapeake VA 06/2001 Present
Chesapeake Partners Chesapeake VA 01/2005 05/2024
Union Central Life Insurance Nyltb New York NY 05/2008 Present
Prince Of Peace Catholic Church Chesapeake VA 05/2009 11/2022
Tax Zone Llc Chesapeake VA 07/2010 Present
Transamerica Financial Advisors, Inc Chesapeake VA 01/2012 Present
Southern Hospitality Llc Va Beach VA 06/2012 Present
Infinity Se, Llc Chesapeake VA 09/2021 Present
Consumer Direct Care Network Virginia Llc Richmond VA 10/2023 08/2025
Booksmart Financials Llc Chesapeake VA 04/2024 Present
J&L Partners Llc Chesapeake VA 08/2024 Present
  • 01/1996 → 06/2020
    Judy S. Se-Fune Accounting & Tax Services
    Virginia Beach, VA
  • 10/2003 → 10/2022
    Benefit Plans Inc.
    Virgiinia Beach, VA
  • 06/2001 → Present
    Wfgia
    Chesapeake, VA
  • 01/2005 → 05/2024
    Chesapeake Partners
    Chesapeake, VA
  • 05/2008 → Present
    Union Central Life Insurance Nyltb
    New York, NY
  • 05/2009 → 11/2022
    Prince Of Peace Catholic Church
    Chesapeake, VA
  • 07/2010 → Present
    Tax Zone Llc
    Chesapeake, VA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Chesapeake, VA
  • 06/2012 → Present
    Southern Hospitality Llc
    Va Beach, VA
  • 09/2021 → Present
    Infinity Se, Llc
    Chesapeake, VA
  • 10/2023 → 08/2025
    Consumer Direct Care Network Virginia Llc
    Richmond, VA
  • 04/2024 → Present
    Booksmart Financials Llc
    Chesapeake, VA
  • 08/2024 → Present
    J&L Partners Llc
    Chesapeake, VA
Previous Registrations
  • 2009-04-14 → 2012-01-06
    Investment Advisors International, Inc.
    Chesapeake, VA
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Infinity SE, LLC / 0921-Present / Investment Related: No / 35 Tarneywood Dr. Chesapeake, VA 23320 / Single Member Manager / Pass Through Entity / / Hrs. Work Monthly: 20 / Sec Trading Hrs: 1 / Ill be doing more on the record keeping TAX ZONE LLC/NO/315 TARNEYWOOD DR CHESAPEAKE VA 23320/OWNER/01-01-2011; TAX PREPARATION/40/2/I DO TAXES DURING TAX SEASON FROM JAN-APRIL OR WHEN TAX CLIENTS FINAL RETURN IS DONE/APPROVED WITH RESTRICTIONS SOUTHERN HOSPITALITY/YES/315 TARNEYWOOD DR CHESAPEAKE VA 23320/PARTNER/8-08-2012/SOUTHERN HOSPITALITY RENTALS LLC/1/0/THIS IS A PASSIVE BUSINESS. I DONT HAVE A LOT OF DUTY EXCEPT MAKING DECISIONS ON GIVING DISCOUNTS TO POTENTIAL SHORT TERM RENTERS/APPROVED WITH RESTRICTIONS UNION CENTRAL LIFE INSURANCE NYLTB/NO/NY, NY/INSURANCE/5-2008/ CONSUMER DIRECT CARE NETWORK VIRGINIA LLC POSITION: caregiver NATURE: Medicaid paid private care for my aging father INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 4 START DATE: 10/10/2023 ADDRESS: 6802 Paragon Pl, Ste 430, Richmond VA 23230, United States DESCRIPTION: I will be the caregiver for my 89 yr old dad with [REDACTED]. The Consumer Direct Care network Va LLC pays for private caregiver like me who cares for our own family. It is a Medicaid run program. BOOKSMART FINANCIALS LLC \ POSITION: Partner member NATURE: Bookkeeping INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START : 04/19/2024 \ ADDRESS: 315 Tarneywood Dr, Chesapeake VA 23320 DESCRIPTION: Consultant to the accountant and solve problems. J&L PARTNERS LLC POSITION: member partner NATURE: for lease purposes INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2024 ADDRESS: 315 Tarneywood Dr, CHESAPEAKE VA 23320, United States DESCRIPTION: I amrenewing my lease with another TFA branch supervisor (Linda Li) in our area for our TFA branch and we want to create this LLC for this purpose. J&L Partners LLC will be the one that will go into our lease and pay the lease.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-02-02
S63 Uniform Securities Agent State Law Examination 1999-10-07
  • S65 Uniform Investment Adviser Law Examination
    2009-02-02
  • S63 Uniform Securities Agent State Law Examination
    1999-10-07
Other Names
  • Judy Sanga Se- Fune

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chesapeake, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor