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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
NC RA APPROVED 2026-08-12
NJ RA APPROVED 2025-01-07
NV RA APPROVED 2025-01-03
TX RA APPROVED 2023-04-18
  • NC RA
    APPROVED
    Since 2026-08-12
  • NJ RA
    APPROVED
    Since 2025-01-07
  • NV RA
    APPROVED
    Since 2025-01-03
  • TX RA
    APPROVED
    Since 2023-04-18

Branch Locations

6375 S. Pecos Rd. Suite 200, Las Vegas, NV 89120 • 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
Transamerica Financial Advisors Las Vegas NV 05/2021 Present
World Financial Group, Inc. Las Vegas NV 09/2020 Present
Samsung Electronics America Phoenix AZ 10/2014 Present
Plzandthanx Llc Las Vegas NV 08/2020 Present
Tiffany Sq 29 Property Llc Mesa AZ 03/2021 Present
Legacyshield Solutions, Inc. Ponte Vedra Beach FL 03/2021 Present
College Loan Freedom Henderson NV 12/2020 01/2025
Virtuity Financial Partners San Diego CA 09/2020 Present
Netlaw Louisville KY 12/2022 Present
Wealthwave Johns Creek GA 04/2023 Present
Luc Enterprises Las Vegas NV 06/2024 Present
Student Optimum Services Mission Hills CA 01/2026 Present
Trusteefriend, Llc Salt Lake City UT 05/2026 Present
  • 05/2021 → Present
    Transamerica Financial Advisors
    Las Vegas, NV
  • 09/2020 → Present
    World Financial Group, Inc.
    Las Vegas, NV
  • 10/2014 → Present
    Samsung Electronics America
    Phoenix, AZ
  • 08/2020 → Present
    Plzandthanx Llc
    Las Vegas, NV
  • 03/2021 → Present
    Tiffany Sq 29 Property Llc
    Mesa, AZ
  • 03/2021 → Present
    Legacyshield Solutions, Inc.
    Ponte Vedra Beach, FL
  • 12/2020 → 01/2025
    College Loan Freedom
    Henderson, NV
  • 09/2020 → Present
    Virtuity Financial Partners
    San Diego, CA
  • 12/2022 → Present
    Netlaw
    Louisville, KY
  • 04/2023 → Present
    Wealthwave
    Johns Creek, GA
  • 06/2024 → Present
    Luc Enterprises
    Las Vegas, NV
  • 01/2026 → Present
    Student Optimum Services
    Mission Hills, CA
  • 05/2026 → Present
    Trusteefriend, Llc
    Salt Lake City, UT
Previous Registrations
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Virtuity Financial Partners | WFG Co-Brand | Associate | Not investment related | San Diego, CA | as of 09/01/2020. SAMSUNG ELECTRONICS AMERICA/Investment Related - No/I AM A HOME OFFICE EMPLOYEE OF THIS COMPANY. HQ IS BASED IN PLANO, TX/ELECTRONICS SALES - MOBILE SMART PHONES, LAPTOPS AND TABLETS SALES AND TRAINING/FSM/10.2014/160/0/TRAIN SALES PEOPLE ON DEVICES TO DRIVE SELL OUT PLZamp;THANX LLC/Investment Related - No/405 N LAMB BLVD UNIT G, LAS VEGAS, NV 89110 4807035654/THIS LLC IS EXCLUSIVELY FOR A RENTAL PROPERTY THAT I OWN. IT WAS CREATED SOLELY TO LIMIT MY LIABILITY AND FOR TAX PURPOSES./OWNER/08.2020/2/0/OWNER, PROPERTY MANAGER TIFFANY SQ 29 PROPERTY LLC/Investment Related - No/2929 E Broadway rd unit 29 4807035654/THIS IS AN LLC PARTNERSHIP WITH MY SISTER TO RENT A PROPERTY IN MESA, AZ. THE LLC WAS CREATED FOR TAX AND LIABILITY PURPOSES ONLY./MEMBER/MANAGER/3.2021/1/0/PAPERWORK, LIGHT BOOK KEEPING, COMMUNICATION WITH PROPERTY MANAGEMENT COMPNAY LEGACYSHIELD SOLUTIONS, INC./Investment Related - No/ 100 Executive Way, Suite 105, Ponte Vedra Beach, FL 32082/HELPING CLIENTS WITH ESTATE PLANNING OPTIONS/REPRESENTATIVE/03.2021/1/0/PROVIDE CLIENTS WITH OPTIONS FOR ESTATE PLANS NETLAW POSITION: referral partner NATURE: Estate Planning/Wills/Trust, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/20/2022 ADDRESS: 12910 Shelbyville Road, Suite 124, Louisville KY 40243, United States DESCRIPTION: I will use NetLaw to help my clients create their own estate planning documents: Trusts, Wills, Etc. LUC ENTERPRISES / Emp Dates0624-Present / Investment Related: Y / Las Vegas NN/ Owner / Nature of Business/ Work Monthly: 0 / Sec Trading Hrs.: 0 / NA STUDENT OPTIMUM SERVICES POSITION: REFERRING AGENT NATURE: COLLEGE LOAN CONSULTING INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/17/2026 ADDRESS: 15455 SAN FERNANDO MISSION BLVD, STE 149, MISSION HILLS CA 91345, United States DESCRIPTION: I WILL ONLY BE REFERRING CLIENTS THAT NEED HELP WITH PAYING AND MANAGING COLLEGE LOANS - ONLY APPLIED TO FEDERAL SCHOOL LOANS. Student Optimum Services was established in 2010 out of Los Angeles California with 1 purpose, to assists students in financial hardship who have been overcharged by federal loan servicers enroll and take advantage of student loan forgiveness programs offered by the U.S. Department of Education TRUSTEEFRIEND, LLC POSITION: Referral partner NATURE: Providing bundled professional services with an emphasis on estate planning services. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/29/2026 ADDRESS: 3556 S 5600 W, #1-960, SALT LAKE CITY UT 84120, United States DESCRIPTION: Promotion of the estate planning platform, facilitating client education and engagement, schedulingappointments, and supporting communication throughout the client process.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-06
S63 Uniform Securities Agent State Law Examination 2021-07-12
  • S65 Uniform Investment Adviser Law Examination
    2022-09-06
  • S63 Uniform Securities Agent State Law Examination
    2021-07-12

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