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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 2012-01-06
  • TX RA
    APPROVED
    Since 2012-01-06

Branch Locations

730 E Park Blvd Suite 104, Plano, TX 75074 • 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
Wfg Plano TX 01/2010 Present
Transamerica Worksite Marketing Little Rock AR 06/2011 Present
Reliance Standard Life Insurance Co Philadelphia PA 09/2005 Present
Transamerica Financial Advisors, Inc Plano TX 01/2012 Present
Arvak Insurance Group Corpus Christi TX 05/2005 11/2020
  • 01/2010 → Present
    Wfg
    Plano, TX
  • 06/2011 → Present
    Transamerica Worksite Marketing
    Little Rock, AR
  • 09/2005 → Present
    Reliance Standard Life Insurance Co
    Philadelphia, PA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Plano, TX
  • 05/2005 → 11/2020
    Arvak Insurance Group
    Corpus Christi, TX
Previous Registrations
  • 2010-07-30 → 2012-01-06
    Investment Advisors International, Inc.
    Plano, TX
Other Businesses

Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. RELIANCE STANDARD LIFE INSURANCE CO/NO/2001 Market Street Suite 1500 Philadelphia, PA 19103/9/1/2005/SERVICING AGENT/One company representing fixed products for group life insurance, disability and dental. TRANSAMERICA WORKSITE MARKETING/no/PO Box 8063 Little Rock AR 72203-8063/800-400-3042/06-2011/CONTRACTOR/GROUP VOLUNTARY BENEFITS FOR BUSINESS OWNERS/

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-07-07
S63 Uniform Securities Agent State Law Examination 2001-01-17
  • S65 Uniform Investment Adviser Law Examination
    2010-07-07
  • S63 Uniform Securities Agent State Law Examination
    2001-01-17
Other Names
  • Deborah Gail Aydelott

View on SEC IAPD

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