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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
NJ RA APPROVED 2026-01-09
GA RA APPROVED 2021-02-01
  • NJ RA
    APPROVED
    Since 2026-01-09
  • GA RA
    APPROVED
    Since 2021-02-01

Branch Locations

294 South Main St Suite 100, Alpharetta, GA 30009 • 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 Alpharetta GA 09/2020 Present
Wfgia Alpharetta GA 01/2018 Present
Homemaker Collierville TN 10/2012 12/2017
Ttec Hopkinsville KY 08/2020 12/2020
Debtmerica Santa Ana CA 04/2021 03/2022
Legacy Shield Solutions Inc. Jacksonville FL 04/2021 Present
Lspn Pro, Llc Lindon UT 05/2021 Present
Redfin Corporation Seattle WA 03/2022 Present
Rental Income Roswell GA 12/2021 Present
  • 09/2020 → Present
    Transamerica Financial Advisors, Inc
    Alpharetta, GA
  • 01/2018 → Present
    Wfgia
    Alpharetta, GA
  • 10/2012 → 12/2017
    Homemaker
    Collierville, TN
  • 08/2020 → 12/2020
    Ttec
    Hopkinsville, KY
  • 04/2021 → 03/2022
    Debtmerica
    Santa Ana, CA
  • 04/2021 → Present
    Legacy Shield Solutions Inc.
    Jacksonville, FL
  • 05/2021 → Present
    Lspn Pro, Llc
    Lindon, UT
  • 03/2022 → Present
    Redfin Corporation
    Seattle, WA
  • 12/2021 → Present
    Rental Income
    Roswell, GA
Other Businesses

"Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." LSPN Pro, LLC / 0521-Present / Investment Related: No /100 N. State Street, Ste B, Lindon, UT 84042 / Agent / Estate Planning Services / Hrs. Work Monthly: 4 / Sec Trading Hrs.: 0 / Client communications, Marketing, and referring potential clients Legacy Shield Solutions Inc. / 0421-Present / Investment Related: No / 100 Executive Way #105, Jacksonville, FL 32082 / Agent / Provides wills and trusts/ Hrs Work Monthly: 4 / Sec Trading Hrs: 0 / If legacy planning is needed for the family then I will refer them to Legacyshield REDFIN CORPORATION / INVESTMENT RELATED - YES / 1099 Stewart St Suite 600, SEATTLE, WA 98101 / ASSOCIATE AGENT - I WILL BE AN INDEPENDENT AGENT RESPONSIBLE ONLY TO SHOW HOUSES, AND PERFORM OTHER MISCELLANEOUS ACTIVITY AS REQUIRED BY REDFIN AS ATTENDING OPEN HOUSE, INSPECTIONS / HOURS PER MONTH 15 / HOURS DURING SECURITIES TRADING HOURS: 0 / APPROVED WITH RESTRICTIONS RENTAL INCOME POSITION: co-owner of the property NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: 527 Warm Springs Circle, Roswell GA 30075, United States DESCRIPTION: Its our second home in GA.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-12-27
S65 Uniform Investment Adviser Law Examination 2020-12-21
  • S63 Uniform Securities Agent State Law Examination
    2023-12-27
  • S65 Uniform Investment Adviser Law Examination
    2020-12-21

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