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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
OK RA APPROVED 2025-01-01
TX RA APPROVED_RES 2015-12-07
  • OK RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2015-12-07

Branch Locations

901 S. Main Street Suite 7, Stillwater, OK 74074 • 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 Stillwater OK 02/2008 Present
Debtmerica Santa Ana CA 04/2011 02/2023
Transamerica Financial Advisors, Inc Stillwater OK 01/2012 Present
Stillwater Frontier Rotary Club Stillwater OK 07/2013 12/2020
Rev.cOm San Francisco CA 10/2017 Present
United States Census Bureau Stillwater OK 05/2020 10/2020
College Loan Freedom Henderson NV 11/2020 02/2023
Wealthwave Johns Creek GA 01/2014 Present
  • 02/2008 → Present
    World Financial Group
    Stillwater, OK
  • 04/2011 → 02/2023
    Debtmerica
    Santa Ana, CA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Stillwater, OK
  • 07/2013 → 12/2020
    Stillwater Frontier Rotary Club
    Stillwater, OK
  • 10/2017 → Present
    Rev.cOm
    San Francisco, CA
  • 05/2020 → 10/2020
    United States Census Bureau
    Stillwater, OK
  • 11/2020 → 02/2023
    College Loan Freedom
    Henderson, NV
  • 01/2014 → Present
    Wealthwave
    Johns Creek, GA
Previous Registrations
  • 2010-02-17 → 2012-01-06
    Investment Advisors International, Inc.
    Greenwood Village, CO
Other Businesses

"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Rev.com/ 1017-Present/ investment-related: No / 251 Kearny St. 8th Floor San Francisco, CA 94108/ Freelance transcriber/ Customers submit audio files to Rev. Freelance transcribers convert the files to written copy which it returned to the customer./ Hrs Work Monthly: 40 / Sec Trading Hrs: 2 / Transcription of audio files. No required time commitment. STILLWATER FRONTIER ROTARY CLUB, NOT INVESTMENT-RELATED, 315 N. HUSBAND ST, STILLWATER, CO 74075, THE STILLWATER FRONTIER ROTARY CLUB HAS FORMED A FOUNDATION. THE NEW BOARD HAS BEEN APPOINTED AND WILL START SERVING FOR THE CLUB YEAR BEGINNING JULY 1, 2013, BOARD MEMBER, 7/1/2013, 8 HRS/MONTH, SERVE ON THE BOARD TO DEVELOP POLICIES AND PROCEDURES OF THE FOUNDATION.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-05-21
S63 Uniform Securities Agent State Law Examination 2008-06-07
  • S65 Uniform Investment Adviser Law Examination
    2009-05-21
  • S63 Uniform Securities Agent State Law Examination
    2008-06-07
Other Names
  • Patricia L Boyce
  • Tricia L Layman
  • Patricia L Crenshaw
  • Patricia L James

View on SEC IAPD

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