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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
TX RA APPROVED_RES 2019-04-29
IL RA APPROVED 2017-09-25
  • TX RA
    APPROVED_RES
    Since 2019-04-29
  • IL RA
    APPROVED
    Since 2017-09-25

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
Unite Financial Group, Llc Oakbrook IL 11/2007 Present
Akg Financial Group Chicago IL 01/2010 02/2021
Unite Events Oakbrook Terrace IL 06/2010 Present
Transamerica Financial Advisors, Inc Oakbrook Terrace IL 01/2012 Present
Heartland Financial Institute Chicago IL 06/2012 Present
Debtmerica, Llc Santa Ana CA 07/2013 02/2023
Healthcare Solutions Lombard IL 03/2019 Present
Evolve Financial Advocates Inc Glen Ellyn IL 02/2020 Present
Apollo Agency Chicago IL 11/2020 Present
Lspn Pro, Llc Lindon UT 07/2021 11/2025
College Loan Freedom Henderson NV 11/2020 Present
Wealthwave Oakbrook Terrace IL 10/2023 Present
College Loan Freedom Henderson NV 11/2020 Present
  • 06/2001 → Present
    Wfg
    Oakbrook Terrace, IL
  • 11/2007 → Present
    Unite Financial Group, Llc
    Oakbrook, IL
  • 01/2010 → 02/2021
    Akg Financial Group
    Chicago, IL
  • 06/2010 → Present
    Unite Events
    Oakbrook Terrace, IL
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Oakbrook Terrace, IL
  • 06/2012 → Present
    Heartland Financial Institute
    Chicago, IL
  • 07/2013 → 02/2023
    Debtmerica, Llc
    Santa Ana, CA
  • 03/2019 → Present
    Healthcare Solutions
    Lombard, IL
  • 02/2020 → Present
    Evolve Financial Advocates Inc
    Glen Ellyn, IL
  • 11/2020 → Present
    Apollo Agency
    Chicago, IL
  • 07/2021 → 11/2025
    Lspn Pro, Llc
    Lindon, UT
  • 11/2020 → Present
    College Loan Freedom
    Henderson, NV
  • 10/2023 → Present
    Wealthwave
    Oakbrook Terrace, IL
  • 11/2020 → Present
    College Loan Freedom
    Henderson, NV
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION, AURORA, CO,START DATE 7-2-2012, NOT INVESTMENT RELATED, REGISTRY INSTRUCTOR, 10-20 HRS/WEEK UNITE FINANCIAL GROUP, TERRACE, IL, START DATE 4-2002, NOT INVESTMENT RELATED, PARTNER, 25 % OWNERSHIP IN OFFICE CONDO, 0 HRS UNITE EVENTS, OAKBROOK TERRACE, IL, START DATE 06-2010NOT INVESTMENT RELATED, ACCOUNT HOLDER, 0 HRS Healthcare Solutions / 0319-Present / INVESTMENT RELATED: NO / 1900 S. Highland Ave. Lombard, IL 60148 / Referral Associate / Health Insurance / hrs work monthly: 1 / Sec trading hrs: 1 / I will be referring people to this company for health insurance policies. Evolve Financial Advocates Inc; Investment Related/No; 22W065 Glen Valley Dr. Glen Ellyn, IL 60137; President 2/11/2020; Pass though account; hrs/month 0; hrs during sec. trading 0; Pass through account Apollo Agency/No/747 N LaSalle Dr. 200 Chicago, IL 60654/Referral Agent/11/19/2020/Heath Insurance Sales/4/0/Referring business/approved with Restrictions College Loan Freedom / 1120-Present / Investment Related: No / 129 W. Lake Mead Parkway #19 Henderson, NV 89015 / Referral Partner / Document Preparation / Hrs. Work Monthly: 4 / Sec Trading Hrs: 0 / Referring people who need help. COLLEGE LOAN FREEDOM POSITION: referral partner NATURE: referral partner INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2020 ADDRESS: 129 W Lake Mead Pkwy, Henderson NV 89015, United States DESCRIPTION: Send contact information to College Loan Freedom and they reach out to contact

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-23
S63 Uniform Securities Agent State Law Examination 1998-06-29
  • S65 Uniform Investment Adviser Law Examination
    2017-09-23
  • S63 Uniform Securities Agent State Law Examination
    1998-06-29
Other Names
  • Anthony Gurrier

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