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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 2026-01-02
  • FL RA
    APPROVED
    Since 2026-01-02

Branch Locations

1741 Ocoee Apopka Rd 1St Floor, Apopka, FL 32703 • 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 Orlando FL 10/2017 09/2022
Transamerica Financial Advisors, Inc Apopka FL 01/2023 Present
Wfgia Apopka FL 06/2016 Present
Verizon Lake Mary FL 09/2019 Present
Yellow Pages Tucker GA 02/2012 10/2016
  • 10/2017 → 09/2022
    Transamerica Financial Advisors, Inc
    Orlando, FL
  • 01/2023 → Present
    Transamerica Financial Advisors, Inc
    Apopka, FL
  • 06/2016 → Present
    Wfgia
    Apopka, FL
  • 09/2019 → Present
    Verizon
    Lake Mary, FL
  • 02/2012 → 10/2016
    Yellow Pages
    Tucker, GA
Previous Registrations
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. VERIZON/Investment Related - No/899 Heathrow Park LN, Lake Mary, FL 32746/analyst/Accountant/09.2019/160/160/Accounting, reconciliations, journal entries.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-07-11
S65 Uniform Investment Adviser Law Examination 2020-06-27
  • S63 Uniform Securities Agent State Law Examination
    2020-07-11
  • S65 Uniform Investment Adviser Law Examination
    2020-06-27

View on SEC IAPD

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