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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-18 |
Branch Locations
4357 Ferguson Dr Suite 180, Cincinnati, OH 45245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Cincinnati | OH | 04/2024 | Present |
| Wfgia | Cincinnati | OH | 04/2020 | Present |
| Elevance Health | Mason | OH | 01/2010 | Present |
| Becoming To Being | Cincinnati | OH | 10/2019 | Present |
| Ja Watkins Group | Cincinnati | OH | 04/2020 | Present |
| Wealthwave | Cincinnati | OH | 04/2020 | Present |
| Gordon Marketing | Noblesville | IN | 08/2025 | Present |
| World Wealth Movers | Cincinnati | OH | 11/2025 | Present |
| World Wealth Movers | Cincinnati | OH | 11/2025 | Present |
| Cambridge Management Services | Cincinnati | OH | 04/2026 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. ELEVANCE HEALTH/Investment Related - No/4361 Irwin Simpson Road, Mason, OH 45040/Healthcare/Learning Project Manager/01.2010/160/160/Plan and develop learning initiatives for enterprise projects BECOMING TO BEING/Investment Related - No/ Cincinnati, OH 45240/Emotional, mental, and spiritual counseling and coaching/Owner/10.2019/20/20/To facilitate guided discussion on how to emotionally heal, remove emotional blockers, and eliminate limiting beliefs in order to become success in life. JA WATKINS GROUP/Investment Related - No/ Cincinnati, OH 45240/Pass through entity for taxes only/Owner/04.2020/0/0/Owner WEALTHWAVE POSITION: Representative NATURE: Marketing INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2020 ADDRESS: 4357 Ferguson Drive, Suite 180, Cincinnati OH 45245, United States DESCRIPTION: WFG Co-Brand GORDON MARKETING POSITION: Medicare Agent NATURE: Health, Senior Life, Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/04/2025 ADDRESS: 20236 Hague Road, Noblesville IN 46062, United States DESCRIPTION: Conducting Medicare 101 webinars and assisting T65 seniors with their Medicare plans and benefits. WORLD WEALTH MOVERS POSITION: Owner NATURE: Tax and record keeping purposes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 1501 Lemontree Drive, Cincinnati OH 45240, United States DESCRIPTION: Pass-through entity for tax and record keeping WORLD WEALTH MOVERS POSITION: Owner NATURE: Pass-through entity INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 1501 Lemontree Drive, Cincinnati OH 45240, United States DESCRIPTION: None CAMBRIDGE MANAGEMENT SERVICES POSITION: Owner NATURE: Pass-through entity for taxes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 1501 Lemontree Drive, Cincinnati OH 45240, United States DESCRIPTION: There aren't any. I use this entity for tax purposes only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-08 |
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