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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
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

8081 Philips Highway Suite 22, Jacksonville, FL 32256 • 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. Jacksonville FL 05/2009 Present
Foxx Business Consulting, Inc Jacksonville FL 08/2002 Present
Transamerica Financial Advisors, Inc Jacksonville FL 01/2012 Present
Rental Property Jacksonville FL 05/2011 Present
Debtmerica Llc Santa Ana CA 09/2018 03/2022
  • 05/2009 → Present
    World Financial Group, Inc.
    Jacksonville, FL
  • 08/2002 → Present
    Foxx Business Consulting, Inc
    Jacksonville, FL
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Jacksonville, FL
  • 05/2011 → Present
    Rental Property
    Jacksonville, FL
  • 09/2018 → 03/2022
    Debtmerica Llc
    Santa Ana, CA
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. RENTAL PROPERTY, 11640 DUNNES WAY DRIVE JACKSONVILLE FL 32225, 05/01/2011, NON-INVESTMENT RELATED, CO-OWNER, OVERSEE ANY REPAIRS TO THE PROPERTY, LESS THAN 2 HOURS PER MONTH Foxx Business Consulting. Inc Non investment related, spend approx 100 hrs a month all during securities trading hours. I am te owner of the business, which I started in August of 2002. I provide accounting process consulting and software set up for my clients

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-07-29
S65 Uniform Investment Adviser Law Examination 2013-07-20
  • S63 Uniform Securities Agent State Law Examination
    2013-07-29
  • S65 Uniform Investment Adviser Law Examination
    2013-07-20

View on SEC IAPD

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