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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 2024-07-08
FL RA APPROVED 2012-01-06
  • TX RA
    APPROVED_RES
    Since 2024-07-08
  • FL RA
    APPROVED
    Since 2012-01-06

Branch Locations

8081 Philips Highway Suite 22, Jacksonville, FL 32256 • 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
World Financial Group, Inc. Jacksonville FL 06/2006 Present
Allstate Workplace Division Jacksonville FL 08/2011 Present
Benefit Communications Inc Nashville TN 09/2011 Present
Transamerica Financial Advisors, Inc Jacksonville FL 01/2012 Present
Client First Jacksonville FL 09/2012 Present
Wellcare Tampa FL 09/2012 Present
United Amerincan Insurance Company Jacksonville FL 09/2012 Present
United Health Care Medicare Solutions Hot Springs AZ 09/2012 Present
Aetna Pittsburgh PA 10/2012 Present
Northgate Arinso Jacksonville FL 02/2014 01/2020
Debtmerica Santa Ana CA 11/2018 03/2022
College Loan Freedom Henderson NV 11/2018 Present
Netlaw Inc. Louisville KY 03/2019 Present
Alight Jacksonville FL 01/2020 Present
Rental Property Jacksonville FL 05/2021 11/2021
Alight - New Name Strada Doral FL 07/2024 Present
  • 06/2006 → Present
    World Financial Group, Inc.
    Jacksonville, FL
  • 08/2011 → Present
    Allstate Workplace Division
    Jacksonville, FL
  • 09/2011 → Present
    Benefit Communications Inc
    Nashville, TN
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Jacksonville, FL
  • 09/2012 → Present
    Client First
    Jacksonville, FL
  • 09/2012 → Present
    Wellcare
    Tampa, FL
  • 09/2012 → Present
    United Amerincan Insurance Company
    Jacksonville, FL
  • 09/2012 → Present
    United Health Care Medicare Solutions
    Hot Springs, AZ
  • 10/2012 → Present
    Aetna
    Pittsburgh, PA
  • 02/2014 → 01/2020
    Northgate Arinso
    Jacksonville, FL
  • 11/2018 → 03/2022
    Debtmerica
    Santa Ana, CA
  • 11/2018 → Present
    College Loan Freedom
    Henderson, NV
  • 03/2019 → Present
    Netlaw Inc.
    Louisville, KY
  • 01/2020 → Present
    Alight
    Jacksonville, FL
  • 05/2021 → 11/2021
    Rental Property
    Jacksonville, FL
  • 07/2024 → Present
    Alight - New Name Strada
    Doral, FL
Previous Registrations
  • 2011-03-10 → 2012-01-06
    Investment Advisors International, Inc.
    Jacksonville, FL
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. CLIENT FIRST, 11477 CYPRESS BEND COURT JACKSONVILLE FL 32223, START DATE 09-2012, NOT INVESTMENT RELATED, INDEPENDENT CONTRACTOR, WILL DISCUSS MEDICARE AND MEDICAID TO PEOPLE, 10 HRS/ WEEK WELL CARE, 8735 HENDERSON RD TAMPA FL 33634, START DATE 09-2012, NOT INVESTMENT RELATED, INDEPENDENT CONTRACTOR, DISCUSSING MEDICARE, 10 HRS/WEEK UNITED AMERICANS INSURANCE COMPANY, 6621 SOUTHPOINT DRIVE NORTH JACKSONVILLE FL 32216, START DATE 09-2012, NOT INVESTMENT RELATED, INDEPENDENT CONTRACTOR, DISCUSS MEDICARE, 10 HRS/WEEK UNITED HEALTH CARE MEDICARE SOLUTIONS, PO BOX 29675 HOT SPRIINGS AZ 71903, START DATE 09-2012, NOT INVESTMENT RELATED, INDEPENDENT CONTRACTOR, DISCUSS MEDICARE, 10 HRS/MNTH AETNA, FOSTER PLAZA, BUILDING #8 PITTSBURGH PA 15220, 09/30/2012, NON-INVESTMENT RELATED, INDEPENDENT CONTRACTOR, 40 HOURS PER MONTH College Loan Freedom / 1118-Present/ Investment Related: No / 129 W Lake Mead Pkwy #19 Henderson, NV 89015 / Referral Rep/Student Loans/ Hrs Work Monthly: 2 / Sec Trading Hrs: 0 /Referral Rep Benefit Communication / 0911-present/ Investment Related: No/ 2126 21st. Avenue South Nashville, TN 37212/ Enrollment Specialist/ / Hrs Work Monthly: 40/ Sec Trading Hrs:0 / Enrollments with current insures of major compaines of medical supplements. An employee comes to me ask about medical supplement to health insurance, I will explain it to them and handle their enrollment. Allstate Workplace Division/ 0811-Present/ Investment Related: No/1776 AHL Drive Jacksonville, FL 32224/Enrollment Specialist/ Enrollments with current insures of major compaines in Jacksonville of medical supplements. An employee comes to me ask about medical supplement to health insurance, I will explain it to them and handle their enrollment./ Hrs Work Monthly: 40 / Sec Trading Hrs: 0/ An employee comes to me ask about a medical supplement to health insurance, I will explain it to them and handle their enrollment. Netlaw,Inc./0319-Present / Investment Related: No/12910 Shelbyville Road, suite 124 Louisville, KY 40243 / Independent Agent/ sales / Hrs Work Monthly: 4 / Sec Trading Hrs: 0/ Sales if there is a need ALIGHT - NEW NAME STRADA POSITION: HRFS Consultant (Project Manager) NATURE: Payroll Services INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/15/2024 ADDRESS: 8400 N.W. 36th Street, #140, Doral FL 33166, United States DESCRIPTION: EVALUATES HIGH RISK ESCALATIONS, MANAGES COMMUNICATIONS TO CLIENT CONTACTS,

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-02-04
S63 Uniform Securities Agent State Law Examination 2010-06-07
  • S65 Uniform Investment Adviser Law Examination
    2011-02-04
  • S63 Uniform Securities Agent State Law Examination
    2010-06-07
Other Names
  • Alexia Tripp
  • Alexia Marie Tripp

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