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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
TN RA APPROVED 2022-06-17
CA RA APPROVED 2012-01-06
  • TN RA
    APPROVED
    Since 2022-06-17
  • CA RA
    APPROVED
    Since 2012-01-06

Branch Locations

1500 Medical Center Parkway Ste 3A-3, Murfreesboro, TN 37129 • 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
World Financial Group, Inc. Nashville TN 06/2001 Present
Team Revolution Inc. (Revolution Financial Management) Murfreesboro TN 08/2004 Present
Transamerica Financial Advisors, Inc Nashville TN 01/2012 Present
All For One, Inc. Alpharetta GA 02/2016 Present
Debtmerica Santa Ana CA 04/2019 03/2022
Happy & Strong, Inc Newbury Park CA 03/2021 Present
Happy And Strong Book/Author Newbury CA 05/2021 Present
  • 06/2001 → Present
    World Financial Group, Inc.
    Nashville, TN
  • 08/2004 → Present
    Team Revolution Inc. (Revolution Financial Management)
    Murfreesboro, TN
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Nashville, TN
  • 02/2016 → Present
    All For One, Inc.
    Alpharetta, GA
  • 04/2019 → 03/2022
    Debtmerica
    Santa Ana, CA
  • 03/2021 → Present
    Happy & Strong, Inc
    Newbury Park, CA
  • 05/2021 → Present
    Happy And Strong Book/Author
    Newbury, CA
Previous Registrations
  • 2008-02-22 → 2012-01-06
    Investment Advisors International, Inc.
    Burbank, CA
    Agoura Hills, CA
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc., Team Revolution Inc. (Revolution Financial Management) is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency, an insurance agency affiliate of Transamerica Financial Advisors, LLC. Team Revolution Inc. (Revolution Financial Management) |Cobrand | 08/2004PRESENTTEAM REVOLUTION INC. Murfreesboro, TN 37129, United States |yes investment related |OFFICER/Owner 3/2021PRESENTHAPPY & STRONG, INCNEWBURY PARKCaliforniaUnited StatesNoVICE PRESIDENT Happy and Strong Book-Author / 0521-Present / 5105 Via El Cerro Newbury, CA 91320 / Author / Author & Book / Hrs. Work Monthly: 10 / Sec Trading Hrs: 1 / This OBA is for myself as an author and happy and strong Book. Happy and Strong has already been approved as an OBA 02/2016 PRESENTALL FOR ONE, INC.ALPHARETTAGeorgiaUnited StatesNoBOARD OF DIRECTORS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-01-29
S63 Uniform Securities Agent State Law Examination 2000-02-09
  • S65 Uniform Investment Adviser Law Examination
    2008-01-29
  • S63 Uniform Securities Agent State Law Examination
    2000-02-09
Other Names
  • Jaime Marie Pierson
  • Jaime Marie Villalovos
  • Jaime Marie Villalobos

View on SEC IAPD

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