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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 2024-07-31
TX RA APPROVED_RES 2020-11-18
NJ RA APPROVED 2020-06-03
OH RA APPROVED 2018-03-21
  • NC RA
    APPROVED
    Since 2024-07-31
  • TX RA
    APPROVED_RES
    Since 2020-11-18
  • NJ RA
    APPROVED
    Since 2020-06-03
  • OH RA
    APPROVED
    Since 2018-03-21

Branch Locations

355 E. Campus View Blvd. Suite 218/Room A, Columbus, OH 43235 • 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. Columbus OH 10/2010 Present
Totally Productive Group, Inc Cape Coral FL 10/1998 03/2017
Debtmerica, Llc Santa Ana CA 09/2011 12/2022
Transamerica Financial Advisors, Inc Columbus OH 01/2012 Present
Net Law Group Inc. Louisville KY 06/2021 Present
Registered Social Security Analysts Cincinnati OH 11/2021 Present
Medico Corp Des Moines IA 12/2021 Present
World System Builders (Wsb) Alviso CA 09/2014 Present
  • 10/2010 → Present
    World Financial Group, Inc.
    Columbus, OH
  • 10/1998 → 03/2017
    Totally Productive Group, Inc
    Cape Coral, FL
  • 09/2011 → 12/2022
    Debtmerica, Llc
    Santa Ana, CA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Columbus, OH
  • 06/2021 → Present
    Net Law Group Inc.
    Louisville, KY
  • 11/2021 → Present
    Registered Social Security Analysts
    Cincinnati, OH
  • 12/2021 → Present
    Medico Corp
    Des Moines, IA
  • 09/2014 → Present
    World System Builders (Wsb)
    Alviso, CA
Other Businesses

Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). WSB: is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency, an insurance agency affiliate of Transamerica Financial Advisors, LLC. | Marketing | investment related | 2099 Gold Street, Alviso, CA 95002 MEDICO CORP|NOT INVESTMENT RELATED|PO BOX 10482. DES MOINES, IA 50306|LIFE AND HEALTH INSURANCE|AGENT|12/10/21|5 HRS A MONTH|1 HR SURING SECURITIES TRADING|PLAN TO REPRESENT THEIR MEDICARE SUPPLEMENT AND OTHER INSURANCE PRODUCTS. Registered Social Security Analysts / 1121-Present / Investment Related: No / 11800 Conrey Road, Suite 100 Cincinnati, OH 45249 / Registered SSA / Maximize Social Security / Work Monthly: 3 / Sec Trading Hrs: 0 / Help people figure out the most optimal social security claiming strategies based on their financial situation. Net Law Group Inc. /0621 -Present / Investment Related: No / 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243/ Agent / Estate Plan doc platform / Hrs. Work Monthly: 1. / Sec Trading Hrs: 0 / Refer clients for estate planning documentation preparation

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-08
S63 Uniform Securities Agent State Law Examination 2011-05-21
  • S65 Uniform Investment Adviser Law Examination
    2017-12-08
  • S63 Uniform Securities Agent State Law Examination
    2011-05-21

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