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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 2024-07-03
TX RA APPROVED_RES 2018-07-06
NJ RA APPROVED 2016-04-07
FL RA APPROVED 2013-06-06
  • NC RA
    APPROVED
    Since 2024-07-03
  • TX RA
    APPROVED_RES
    Since 2018-07-06
  • NJ RA
    APPROVED
    Since 2016-04-07
  • FL RA
    APPROVED
    Since 2013-06-06

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
Wfgia Jacksonville FL 01/2012 Present
Trident Consulting And Services Inc Jacksonville FL 06/2011 Present
Safe And Healthy Duval Coalition Jacksonville FL 01/2013 Present
Transamerica Financial Advisors, Inc Jacksonville FL 03/2012 Present
Works Of B&B, Llc Jacksonville Beach FL 04/2017 Present
Debtmerica And Optima Tax Relief Santa Ana CA 10/2018 03/2022
College Loan Freedom Henderson NV 10/2018 07/2023
Legal Shield Ada OK 09/2019 Present
United Financial Freedom Draper UT 03/2020 Present
Netlaw Inc Louisville KY 04/2020 Present
Heartland Institute Of Financial Education Greenwood Village CO 06/2020 Present
Bob Bullet Llc Jacksonville FL 03/2021 Present
Wealthwave Jacksonville FL 01/2016 Present
Us Processing Solutions Long Beach CA 10/2022 Present
Bali Computing Ltd Dba Federal Student Loan Repayment Advisors Henderson NV 08/2023 Present
Wealthwave Jax Partners Llc Jacksonville FL 01/2024 Present
Brighthouse Financial Charlotte NC 05/2024 Present
  • 01/2012 → Present
    Wfgia
    Jacksonville, FL
  • 06/2011 → Present
    Trident Consulting And Services Inc
    Jacksonville, FL
  • 01/2013 → Present
    Safe And Healthy Duval Coalition
    Jacksonville, FL
  • 03/2012 → Present
    Transamerica Financial Advisors, Inc
    Jacksonville, FL
  • 04/2017 → Present
    Works Of B&B, Llc
    Jacksonville Beach, FL
  • 10/2018 → 03/2022
    Debtmerica And Optima Tax Relief
    Santa Ana, CA
  • 10/2018 → 07/2023
    College Loan Freedom
    Henderson, NV
  • 09/2019 → Present
    Legal Shield
    Ada, OK
  • 03/2020 → Present
    United Financial Freedom
    Draper, UT
  • 04/2020 → Present
    Netlaw Inc
    Louisville, KY
  • 06/2020 → Present
    Heartland Institute Of Financial Education
    Greenwood Village, CO
  • 03/2021 → Present
    Bob Bullet Llc
    Jacksonville, FL
  • 01/2016 → Present
    Wealthwave
    Jacksonville, FL
  • 10/2022 → Present
    Us Processing Solutions
    Long Beach, CA
  • 08/2023 → Present
    Bali Computing Ltd Dba Federal Student Loan Repayment Advisors
    Henderson, NV
  • 01/2024 → Present
    Wealthwave Jax Partners Llc
    Jacksonville, FL
  • 05/2024 → Present
    Brighthouse Financial
    Charlotte, NC
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Bob Bullet LLC / 0321-Present / Investment Related: No / 3948 South 3rd Street, Suite 373, Jacksonville Beach, FL 32250 / Member / BIZ OWNER OF BARS, RESTAURANT /Hrs Work Monthly: 0 / Sec Trading Hrs: 0 / NO FUNCTIONS - DUTIES ownership shareholder only Netlaw Inc/ 0420-Present / Investment Related: No / 12910 Shelbyville Road Suite 124, Louisville, KY 40243/ Agent / Estate Planning tools / Hrs Work Monthly: 4/ Sec Trading Hrs: 1/ providing tool to client to build estate plans SAFE AND HEALTHY DUVAL COALITION,4651 SALISBURY ROAD SUITE 405, JACKSONVILLE FL, NON-INVESTMENT RELATED, START DATE 01/30/2013, BOARD MEMBER,2HRS PER MONTH Works of B&B, LLC/No/3584 Trident Ct/Jacksonville Beach/FL/32250/Corporation is engaged in acquiring and consulting in businesses in the hospitality industry: bars and restaurants/Silent partner/04.04.2017/0/0/No functions or duties-ownership shareholder only. Legal Shield / 0919-Present / Investment Related: No/One Pre-Paid Way Ada, OK 74820/Agent/ Markets legal plan memberships and identity theft memberships to individuals, companies, and employer benefit groups throughout the United States and Canada/ Hrs Work Monthly: 2 / Sec Trading Hrs: 1 / Provide legal plan memberships and identity theft memberships to individuals, companies and employer benefits groups throughout the United States UNITED FINANCIAL FREEDOM/0320 TO PRESENT/ INVESTMENT RELATED: NO /120 E 13065 S DRAPER, UT 84020/AGENT /DEBT MANAGEMENT/hrs work monthly: 4/Sec trading hrs: 1/ INTRODUCE APPROPRIATE CLIENTS TO THIS SOFTWARE TOOL, REFER THEM TO A SPECIALIST TO GET THEM SET UP ON THE PLAN Trident Consulting & Service / 0611-Present / Investment Related: No /President - Owner / Consulting - Bookkeeping / Hrs Work Monthly: 10-15 Hrs / Sec Trading Hrs: 5-10 Hrs / counseling clients regarding their credit rating & assisting them in improving their credit reports - scores Heartland Institute of Financial Education/ 0620-Present/ Investment Related: No/ 8301 E Prentice AVE. Suite 312 Greenwood Village, CO 80111 / Financial Educator / Financial Education / Hrs Work Monthly: 5 /Sec Trading Hrs: 1 / Teaching financial education courses top company employees US PROCESSING SOLUTIONS POSITION: Referring Associate NATURE: College Loan advice INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/17/2022 ADDRESS: 2143 Stearnlee Ave, Long Beach CA 90815, United States DESCRIPTION: Referring clients for possible college loan repayment assistance, setting up 3-way phone appointments BALI COMPUTING LTD DBA FEDERAL STUDENT LOAN REPAYMENT ADVISORS POSITION: Referring Associate NATURE: Data Processing and Document Preparation Services for Federal College Loan System INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2023 ADDRESS: 550 Brownlee Dr, Henderson NV 89015, United States DESCRIPTION: Referring clients for data processing and filing assistance related to the federal student loan system WEALTHWAVE JAX PARTNERS LLC POSITION: Manager NATURE: Sharing Expenses for Shared Lease of Office Space INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2024 ADDRESS: 8081 Philips Hwy, Suite 22, Jacksonville FL 32256, United States DESCRIPTION: Formed for the purpose of sharing office expenses for the leased office space the managers of Wealthwave Jax Partners LLC are leasing together BRIGHTHOUSE FINANCIAL \ POSITION: Referral Agent NATURE: Fixed Annuities provided to retail clients INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/13/2024 ADDRESS: 11225 N Community House Rd, Charlotte NC 28277 \ DESCRIPTION: Sales and Service

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-31
S63 Uniform Securities Agent State Law Examination 2012-04-05
  • S65 Uniform Investment Adviser Law Examination
    2013-05-31
  • S63 Uniform Securities Agent State Law Examination
    2012-04-05
Other Names
  • Barbara Duncan Reid

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