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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_RES 2021-07-20
NC RA APPROVED 2020-12-15
NJ RA APPROVED 2020-08-11
FL RA APPROVED 2017-08-08
  • TX RA
    APPROVED_RES
    Since 2021-07-20
  • NC RA
    APPROVED
    Since 2020-12-15
  • NJ RA
    APPROVED
    Since 2020-08-11
  • FL RA
    APPROVED
    Since 2017-08-08

Branch Locations

901 N Lake Destiny Road Suite 120, Maitland, FL 32751 • 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 Maitland FL 02/2016 Present
Wfgia Maitland FL 02/2015 Present
Tampa General Hospital Tampa FL 02/2008 08/2017
Amedisys Home Health Care Baton Rouge LA 07/2020 10/2023
Md Marketing And Consultant Llc Port St. Luci FL 02/2016 02/2017
Health Insurance Lithia FL 01/2017 02/2017
Health Central Hospital Ocoee FL 08/2017 10/2023
Kindred At Home The Villages FL 01/2018 10/2023
Rental Property Lithia FL 06/2017 Present
Dennis Realty Property Management Lutz FL 09/2021 10/2023
Heartland Institute Of Financial Education (Hife) Greenwood Village CO 08/2015 Present
Optimum Mobility Llc Minneola FL 11/2019 Present
Net Law Group Inc. Louisville KY 03/2020 04/2025
Education Encompassed Knoxville TN 07/2020 Present
National Association Of Registered Social Security Analysts Melville NY 09/2021 Present
Lspn Pro, Llc Lindon UT 05/2022 Present
Inhealth Md Alliance Orlando FL 01/2023 10/2023
World System Builders (Wsb) Alviso CA 02/2023 Present
Health Insurance Orlando FL 01/2017 Present
Kinetic Planning Llc Minneola FL 08/2024 Present
Inheritguard, Llc Sheridan WY 02/2025 Present
Business Network International Charlotte NC 02/2026 Present
  • 02/2016 → Present
    Transamerica Financial Advisors, Inc
    Maitland, FL
  • 02/2015 → Present
    Wfgia
    Maitland, FL
  • 02/2008 → 08/2017
    Tampa General Hospital
    Tampa, FL
  • 07/2020 → 10/2023
    Amedisys Home Health Care
    Baton Rouge, LA
  • 02/2016 → 02/2017
    Md Marketing And Consultant Llc
    Port St. Luci, FL
  • 01/2017 → 02/2017
    Health Insurance
    Lithia, FL
  • 08/2017 → 10/2023
    Health Central Hospital
    Ocoee, FL
  • 01/2018 → 10/2023
    Kindred At Home
    The Villages, FL
  • 06/2017 → Present
    Rental Property
    Lithia, FL
  • 09/2021 → 10/2023
    Dennis Realty Property Management
    Lutz, FL
  • 08/2015 → Present
    Heartland Institute Of Financial Education (Hife)
    Greenwood Village, CO
  • 11/2019 → Present
    Optimum Mobility Llc
    Minneola, FL
  • 03/2020 → 04/2025
    Net Law Group Inc.
    Louisville, KY
  • 07/2020 → Present
    Education Encompassed
    Knoxville, TN
  • 09/2021 → Present
    National Association Of Registered Social Security Analysts
    Melville, NY
  • 05/2022 → Present
    Lspn Pro, Llc
    Lindon, UT
  • 01/2023 → 10/2023
    Inhealth Md Alliance
    Orlando, FL
  • 02/2023 → Present
    World System Builders (Wsb)
    Alviso, CA
  • 01/2017 → Present
    Health Insurance
    Orlando, FL
  • 08/2024 → Present
    Kinetic Planning Llc
    Minneola, FL
  • 02/2025 → Present
    Inheritguard, Llc
    Sheridan, WY
  • 02/2026 → Present
    Business Network International
    Charlotte, NC
Other Businesses

Sales Of Insurance Products & Non-Insurance Products, Part-Time or Full-Time, For Companies Affiliated with Transamerica Financial Advisors, Inc WORLD SYSTEM BUILDERS (WSB) is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency, an insurance agency affiliate of Transamerica Financial Advisors, LLC| MARKETING | ALVISO, CA | 02/2023 | YES - INVESTMENT RELATED NATIONAL ASSOCIATION OF REGISTERED SOCIAL SECURITY ANALYTS | MELVILLE, NY | 09/2021 | YES- INVESTMENT RELATED | RSSA EDICATIONAL ENCOMPASSED | 7 /2020 | KNOXVILLE, TN | YES - INVESTMENT RELATED | CONSULTANT RENTAL PROPERTY | YES INVESTMENT RELATED | 6/2017 | LITHIA, FL | OWNER - RENTAL PROPERTIEIS LSPN Pro, LLC / 0522-prst / IR: N /100 N. State Street, Ste.B, Lindon, UT 84042 / Ind Rep/ estate planning services / LA: 2 / sec trading hrs.: 0 / client communications, 0921-prst / 68 south service road, ste100, Melville, NY 11747 / RSSA / consultant-analyst / hrwkmthly:12/sectrd: 1/ as a registered social security analyst (RSSA) providing education on issues related to social security, application process. heartland institute of financial education (HIFE)/IR: N: /college consultant/8.21.2015/8301 east prentice Ave, ste312, greenwood village, co 80111/HIFE college coaching program provides families with a coach that will guide them thru career planning, college admissions process & funding options thru scholarships & grants. /Hr mthly: 4/hours during sec trd:0 optimum mobility LLC / 1119 -Prt/ IR: N/address: 3072 Prince wood DR. Minneola, FL 34715/ position: physical therapist / nature of business: home health physical therapy/hrs. mth30/sec trading hrs.: 2/ duties: evaluate & treat patients in the home setting, develop plan based on patient's needs. HEALTH INSURANCE POSITION: Independent Agent NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 1802 N Alafaya Trail, Suite 120, Orlando FL 32826, United States DESCRIPTION: I contact potential customers and sell Health insurance plans to them. Approved with Limitations. KINETIC PLANNING LLC POSITION: President NATURE: Health Insurance Sales, Rental Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 08/03/2024 ADDRESS: 3072 Princewood Drive, Minneola FL 34715, United States DESCRIPTION: Health Insurance Sales: Provide education and service to clients looking to have coverage thru the Marketplace, Medicare Advantage solutions, Prescription drug coverage, Dental, Vision, Travel insurance and supplemental insurance plans. Rental Property Management: Manage the rental property that we own, collect rent, facilitate service calls if the property needs maintenance. If the lease is ended, prepare property and look for new tenants. INHERITGUARD, LLC POSITION: Not applicable/none NATURE: Providing bundled professional services with emphasis on estate planning services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2025 ADDRESS: 30 N Gould Street, Ste 41954, Sheridan WY 82801, United States DESCRIPTION: Client communications, follow up with client issues, provide education on estate planning issues, schedule appointments BUSINESS NETWORK INTERNATIONAL POSITION: Chapter Member NATURE: Referral Generation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/13/2026 ADDRESS: 3430 Toringdon Way, Suite 300, Charlotte NC 28277, United States DESCRIPTION: Chapter Meetings

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-22
S63 Uniform Securities Agent State Law Examination 2016-02-12
  • S65 Uniform Investment Adviser Law Examination
    2017-07-22
  • S63 Uniform Securities Agent State Law Examination
    2016-02-12
Other Names
  • Marlowe Salang Barga

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