Terry Scott Mulhern

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2020 → 06/2020
  Transamerica Financial Advisors, Inc
  Columbus, OH
• 10/2019 → Present
  Transamerica Agency Network
  Columbus, OH
• 01/2010 → 10/2019
  Graystyne Consulting Self Employed Consultant
  Dublin, OH
• 04/2016 → 04/2017
  Ares Sportswear
  Hilliard, OH
• 03/2006 → 09/2019
  Total Retirement Solutions
  Dublin, OH
• 03/2006 → 03/2020
  Nationwide Insurance
  Columbus, OH
• 11/2018 → 12/2020
  Tsmulhern Art Ltd
  Dublin, OH
• 09/2021 → Present
  Transamerica Financial Advisors, Inc
  Columbus, OH
• 10/2011 → 01/2023
  Graystyne Consulting Llc
  Dublin, OH
• 05/2016 → 09/2017
  Ares Sportswear
  Hilliard, OH
• 01/2021 → Present
  Terry S. Mulhern Author
  Dublin, OH
• 04/2020 → 01/2023
  Medical Retirement Advisors
  Dublin, OH
• 10/2019 → Present
  United Financial Services
  Baltimore, MD
• 05/2020 → Present
  Educational Retirement Advisors
  Dublin, OH

Previous Registrations

• 2020-08-03 → 2020-10-22
  Transamerica Financial Advisors, Llc
  Fountain Valley, CA
  Columbus, OH
  Haddonfield, NJ

Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc TRANSAMERICA AGENCY NETWORK/Investment Related - Yes/1650 Watermark Dr Suite 120 Columbus Ohio 43215/Insurance/Associated Director/10.2019/240/100/Manager TERRY S. MULHERN AUTHOR/Investment Related - No/5693 Tyne Castle Loop Dublin Ohio 43016 216-469-8851/I am the author of the book: Retirement - Congratulations You have Been Promoted to CEO/Author/01.2021/0/0/Non Currently EDUCATIONAL RETIREMENT ADVISORS/Investment Related - No/PMB #163 6724 Perimeter Loop Rd Dublin, OH 43017 (800) 835-8803/Provide Financial Education to teachers/Founder/04.2020/0/0/None - There is no revenue or expenses United Financial Services/Investment Related - No/ Administration Office Legg Mason Bldg, Baltimore, MD 21202, US 410-223-4485/A part of Transamerica Agency Network for fixed indexed annuities and other life products/N/A/10.2019/120/120/Contractor. EDUCATIONAL RETIREMENT ADVISORS\\POSITION: Board Member and presenter\\ NATURE: Host events to help plan for retirement. INVESTMENT RELATED: No \\HRS : 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2020 \\ ADDRESS: 5693 Tyncastle Loop, DUBLIN OH 43016 \\DESCRIPTION: As a board member - Attend quarterly board meetings, Host events to help individuals & our community utlizing approved TFA content.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-10-07
• S65 Uniform Investment Adviser Law Examination
  2020-08-03