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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 2012-01-19
  • TX RA
    APPROVED
    Since 2012-01-19

Branch Locations

3242 Preston Road Suite 100, Plano, TX 75093 • 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
Wfgia Plano TX 05/2011 Present
Transamerica Financial Advisors, Inc Plano TX 01/2012 Present
Rental Property St Charles MO 09/2014 Present
Rental Property Plano TX 07/2021 Present
Rental House Lavon TX 10/2021 Present
Healthcare Solutions Team Winston Salem NC 11/2023 Present
Secured Business And Tax Solu Llc Dallas TX 01/2024 Present
Gage Ranch Realty, Llc Dallas TX 06/2024 Present
Secured Wealth Wright Land Llc Dallas TX 07/2024 Present
Secured Wealth Wright Land Llc Dallas TX 07/2024 Present
  • 05/2011 → Present
    Wfgia
    Plano, TX
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Plano, TX
  • 09/2014 → Present
    Rental Property
    St Charles, MO
  • 07/2021 → Present
    Rental Property
    Plano, TX
  • 10/2021 → Present
    Rental House
    Lavon, TX
  • 11/2023 → Present
    Healthcare Solutions Team
    Winston Salem, NC
  • 01/2024 → Present
    Secured Business And Tax Solu Llc
    Dallas, TX
  • 06/2024 → Present
    Gage Ranch Realty, Llc
    Dallas, TX
  • 07/2024 → Present
    Secured Wealth Wright Land Llc
    Dallas, TX
  • 07/2024 → Present
    Secured Wealth Wright Land Llc
    Dallas, TX
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Rental House / 1021-Present / Investment Related: No / 782 Austin Ln Lavon, TX 75166 / None / Rental House / Hrs. Work Monthly: 0 / Sec Trading Hrs: 0 / None Rental Property / 0721-Present/ Investment Related: No / 4569 Saint James Dr Plano, TX 75024-4727/ none / Rental / Hrs. Work Monthly: 0 / Sec Trading Hrs: 0 / My husband manages the rental house. I don't have responsibility. RENTAL PROPERTY; NOT INVESTMENT RELATED; 3359 HAMPTON CROSSING, ST CHARLES MO 63303; PRE-PRIMARY HOUSE WAS RENTED OUT; CO-OWNER; 9/2014; 0 HRS/MONTH; NO INVOLVEMENT HEALTHCARE SOLUTIONS TEAM POSITION: health insurance agent NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 11/08/2023 ADDRESS: 450 W Hanes Mill Rd, Winston Salem NC 27105, United States DESCRIPTION: Help clients to get health insurance coverage SECURED BUSINESS AND TAX SOLU LLC POSITION: Owner NATURE: Tax filing and business help INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/18/2024 ADDRESS: 4230 Merrell Rd, Dallas TX 75229, United States DESCRIPTION: Provides tax filing and accounting help to clients GAGE RANCH REALTY, LLC POSITION: treasure NATURE: Land purchase INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/21/2024 ADDRESS: 3621 Binkley Ave, Dallas TX 75205, United States DESCRIPTION: Help pay property tax and insurance for this land SECURED WEALTH WRIGHT LAND LLC POSITION: Owner NATURE: Ower INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2024 ADDRESS: 4230 Merrell Rd, DALLAS TX 75229, United States DESCRIPTION: Land was purchased for investment. I manage the land. SECURED WEALTH WRIGHT LAND LLC POSITION: Manager NATURE: Land purchase INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/18/2024 ADDRESS: 4230 Merrell Rd, DALLAS TX 75229, United States DESCRIPTION: Land purchase

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-08
S63 Uniform Securities Agent State Law Examination 2011-10-03
  • S65 Uniform Investment Adviser Law Examination
    2011-12-08
  • S63 Uniform Securities Agent State Law Examination
    2011-10-03

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