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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 2021-01-11
NJ RA APPROVED 2020-09-15
TX RA APPROVED_RES 2020-05-28
CO RA APPROVED 2017-06-06
  • NC RA
    APPROVED
    Since 2021-01-11
  • NJ RA
    APPROVED
    Since 2020-09-15
  • TX RA
    APPROVED_RES
    Since 2020-05-28
  • CO RA
    APPROVED
    Since 2017-06-06

Branch Locations

630 Davis Drive Suite 128, Morrisville, NC 27560 • 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
Transamerica Financial Advisors, Inc Greenwood Village CO 11/2014 Present
Wfgia Greenwood Village CO 05/2013 Present
Clickfox, Inc Denver CO 04/2015 10/2019
Change Healthcare Inc. Nashville TN 11/2019 04/2023
Chundi Financial Services, Llc. Chapel Hill NC 05/2021 Present
Optum Services Inc. Operating As Optum Minnetonka MN 04/2023 05/2024
Insight Global Llc Atlanta GA 07/2024 09/2024
Orange Water And Sewer Authority Carrboro NC 03/2025 Present
  • 11/2014 → Present
    Transamerica Financial Advisors, Inc
    Greenwood Village, CO
  • 05/2013 → Present
    Wfgia
    Greenwood Village, CO
  • 04/2015 → 10/2019
    Clickfox, Inc
    Denver, CO
  • 11/2019 → 04/2023
    Change Healthcare Inc.
    Nashville, TN
  • 05/2021 → Present
    Chundi Financial Services, Llc.
    Chapel Hill, NC
  • 04/2023 → 05/2024
    Optum Services Inc. Operating As Optum
    Minnetonka, MN
  • 07/2024 → 09/2024
    Insight Global Llc
    Atlanta, GA
  • 03/2025 → Present
    Orange Water And Sewer Authority
    Carrboro, NC
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. CHUNDI FINANCIAL SERVICES, LLC.|NOT INVESTMENT RELATED|CHAPEL HILL, NC 27516|WFGIA RELATED ACTIVITIES|SOLE PROPRIETOR|05.07.21|10 HRS A MONTH|0 HR DURING SECURITIES TRADING|PROSPECTING, CONTACTING, AND CONDUCTING INSURANCE NEED ANALYSIS. ORANGE WATER AND SEWER AUTHORITY POSITION: Database Administrator NATURE: Provide water and sewer services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6 START DATE: 03/25/2025 ADDRESS: 400 JONES FERRY ROAD, CARRBORO NC 27510, United States DESCRIPTION: Maintenance of database systems that support the business operations of the entity. Software development and data analysis for business reporting and improving operations.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-29
S63 Uniform Securities Agent State Law Examination 2015-03-31
  • S65 Uniform Investment Adviser Law Examination
    2017-04-29
  • S63 Uniform Securities Agent State Law Examination
    2015-03-31

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