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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 2025-01-02
MD RA APPROVED 2025-01-02
NJ RA APPROVED 2025-01-02
NC RA APPROVED 2024-07-03
  • FL RA
    APPROVED
    Since 2025-01-02
  • MD RA
    APPROVED
    Since 2025-01-02
  • NJ RA
    APPROVED
    Since 2025-01-02
  • NC RA
    APPROVED
    Since 2024-07-03

Branch Locations

2001 Palm Beach Lakes Blvd. Suite 414, West Palm Beach, FL 33409 • 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 West Palm Beach FL 03/2016 Present
World Financial Group, Inc. West Palm Beach FL 09/2011 Present
Aligned Benefits Group, Inc. Marlboro MD 10/2016 Present
Hambleton Estates Civic Association, Inc Riva MD 08/2020 09/2021
National Association Of Registered Social Security Analysts Ltd Melville NY 10/2021 Present
Legacy Shield Pointe Vedra Beach FL 01/2023 Present
The King's Adademy West Palm Beach FL 01/2023 Present
  • 03/2016 → Present
    Transamerica Financial Advisors, Inc
    West Palm Beach, FL
  • 09/2011 → Present
    World Financial Group, Inc.
    West Palm Beach, FL
  • 10/2016 → Present
    Aligned Benefits Group, Inc.
    Marlboro, MD
  • 08/2020 → 09/2021
    Hambleton Estates Civic Association, Inc
    Riva, MD
  • 10/2021 → Present
    National Association Of Registered Social Security Analysts Ltd
    Melville, NY
  • 01/2023 → Present
    Legacy Shield
    Pointe Vedra Beach, FL
  • 01/2023 → Present
    The King's Adademy
    West Palm Beach, FL
Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. NATIONAL ASSOCIATION OF REGISTERED SOCIAL SECURITY ANALYSTS LTD | NOT INVESTMENT RELATED | 68 SOUTH SERVICE RD STE 100 MELVILLE NY 11747 | RSSA | SSA CERT ANALYSIS | START DATE:10/15/2021 | PROVIDE SOCIAL SECURITY ANALYSIS TO CLIENTS Aligned Benefits Group, Inc./No/14117 Jones Bridge Road, Upper Marlboro, MD, 20774/Health care insurance for individuals and businesses/Consultant/Agent/10.17.2016/2/0/None. Adding resources to our business. Hambleton Estates Civic Association, Inc / 0820-Present / Investment Related: No /Riva, MD 21140 / President / Community Property Mgt. / Hrs Work Monthly: 2 / Sec Trading Hrs: 0 / President shall preside at all meetings of the Board of Dir and shall have general and active management of all the business of the Association. President shall supervise and direct the Officers of Assoc., and shall see that their duties are performed. LEGACY SHIELD POSITION: associate NATURE: Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/26/2023 ADDRESS: 830 A1A North suite 13-139, Pointe Vedra Beach FL 32082, United States DESCRIPTION: I would like to offer their estate plan packages to include the Trusts. THE KING'S ADADEMY POSITION: Host Family NATURE: Private Christian School INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2023 ADDRESS: 8401 Belvedere Rd, West Palm Beach FL 33411, United States DESCRIPTION: We would like to host an international student at our home that attends The King's Academy. We will be responsible for caring for the 7th through 12th grade student and provide them a home in the U.S. while they attend The King's Academy.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-05
S63 Uniform Securities Agent State Law Examination 2017-05-17
  • S65 Uniform Investment Adviser Law Examination
    2019-06-05
  • S63 Uniform Securities Agent State Law Examination
    2017-05-17

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