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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-19 |
| AZ | RA | APPROVED | 2026-05-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Phoenix | AZ | 09/2021 | 08/2024 |
| Wfgia | Phoenix | AZ | 05/2018 | Present |
| Uber | San Francisco | CA | 04/2016 | Present |
| Lyft | San Francisco | CA | 04/2016 | 03/2020 |
| Grade Potential Tutoring | Pittsburg | CA | 07/2016 | 05/2017 |
| Student | San Francisco | CA | 08/2012 | 01/2017 |
| Legend Leadership Development | San Bruno | CA | 02/2020 | 12/2022 |
| American Realty Services | Hayward | CA | 10/2016 | 03/2020 |
| Doordash | San Francisco | CA | 01/2017 | Present |
| Lspn Pro Llc | Lindon | UT | 08/2021 | 07/2024 |
| Jeremy Gonzalez | Phoenix | AZ | 08/2023 | Present |
| Rover | Olympia | WA | 01/2024 | Present |
| Legend Ld Inc | Rio Rico | CA | 06/2024 | Present |
| Systechmatic Inc | Rio Rico | AZ | 07/2024 | Present |
| Inheritguard, Llc | Sheridan | WY | 07/2024 | Present |
| Instacart | Phoenix | AZ | 03/2026 | Present |
| Transamerica Financial Advisors | Tucson | AZ | 05/2026 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 1.) Uber Investment Related? No 6226 N. 14th Street | Apt. C| Phoenix, AZ 85014 Delivery service Driver Start Date 4/2016 0 hours per month, 0 hours per day during trading. Not currently active but it is available. 2.) Door Dash Investment Related? No 6226 N. 14th Street | Apt. C| Phoenix, AZ 85014 Food delivery service Driver Start Date 1/2017 1 hour per month, 0 hours per day during trading. 3.) Self-employment Investment Related? No 6226 N. 14th Street | Apt. C| Phoenix, AZ 85014 Licensing Coordinator Start Date 8/2023 80 hours per month, 4 hours per day during trading. Onboarding of new agents with WFGIA. 4.) Rover Investment Related? No 6226 N. 14th Street | Apt. C| Phoenix, AZ 85014 Pet sitter services Sitter Start date 1/2024 20 hours per month, 1 hour per day during trading. 5.) Legend LD Inc. Investment related? No 150 Avenida Lirio | Rio Rico, AZ 85648 Executive Assistant Start date 6/2024 80 hours per month, 2 hours per day during trading. 6.) Systechmatic Inc. Investment related? No 150 Avenido Lirio | Rio Rico, AZ 85648 Software Officer Start date 7/2024 5 hours per month, 0 hours per month during trading. 7.) Inheritguard Investment Related? No 30 N. Gould Street | Suite 41954 | Sheridan, WY 82801 Legal services Referrer Start date 7/2024 0 hours per month. 8.) Instacart Investment related? No 6226 N. 14th Street | Apt. C| Phoenix, AZ 85014 Delivery service Driver/Shopper 3 hours per month, 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-10 |
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