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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
8081 Philips Highway Suite 22, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-05 |
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