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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-11 |
Branch Locations
1155 S Semoran Blvd Ste 1150, Winter Park, FL 32792 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Winter Park | FL | 04/2004 | Present |
| Transamerica Financial Advisors | Winter Park | FL | 01/2012 | Present |
| Debtmerica | Santa Ana | CA | 07/2020 | 03/2022 |
| Student Optimum Services | Mission Hills | CA | 03/2026 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). STUDENT OPTIMUM SERVICES POSITION: Referring Agent NATURE: College Loan Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/30/2026 ADDRESS: 15455 San Fernando Mission Blvd, Ste 409, Mission Hills CA 91345, United States DESCRIPTION: I will only be referring clients that need help with paying and managing college loans - only applies to Federal SchoolLoans. Student Optimum Services was established in 2010 out of Los Angeles California with 1 purpose, to assists students infinancial hardship who have been overcharged by federal loan servicers enroll and take advantage of student loanforgiveness programs offered by the U.S. Department of Education.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-07 |
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