Best Investors Account Sign in
Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-03-16
  • MA RA
    APPROVED
    Since 2021-03-16

Branch Locations

25 Braintree Hill Office Park Suite 204-A, Braintree, MA 02184 • 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 Braintree MA 09/2020 Present
Wfgia Braintree MA 01/2017 Present
Dsg - Uw Lowell MA 02/2001 07/2020
City Of Fall River - Port Authority Fall River MA 07/2021 Present
City Of Fall River-Housing Authority River Fall MA 07/2021 Present
Bishop Connolly High School Fall River MA 01/2022 08/2023
St. Stanislaus Parish Fall River MA 01/2022 Present
Coalition For Health Equity & Early Development Marion MA 04/2024 Present
Uber Technologies Inc. San Francisco CA 06/2026 Present
  • 09/2020 → Present
    Transamerica Financial Advisors, Inc
    Braintree, MA
  • 01/2017 → Present
    Wfgia
    Braintree, MA
  • 02/2001 → 07/2020
    Dsg - Uw
    Lowell, MA
  • 07/2021 → Present
    City Of Fall River - Port Authority
    Fall River, MA
  • 07/2021 → Present
    City Of Fall River-Housing Authority
    River Fall, MA
  • 01/2022 → 08/2023
    Bishop Connolly High School
    Fall River, MA
  • 01/2022 → Present
    St. Stanislaus Parish
    Fall River, MA
  • 04/2024 → Present
    Coalition For Health Equity & Early Development
    Marion, MA
  • 06/2026 → Present
    Uber Technologies Inc.
    San Francisco, CA
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. St. Stanislaus Parish / 0122-Present / Investment Related: No / 36 Rockland Street Fall River, MA 02724 / Member Pastoral Council / Offer Direction / Hrs. Work Monthly: 2 / Sec Trading Hrs: 0/ Meet monthly to discuss the status and direction of the parish City of Fall River - Port Authority / 0721-present / Investment Related: No / One Government Center Fall River, MA 02722 / Board Member / Running of City Pier/ Hrs. Work Monthly: 2 / Sec Trading Hrs: 0 / No daily activities, monthly board meetings to discuss and approve management of city port/pier. City of Fall River-Housing Authority/ 0721-Present / Investment Related: No /85 Morgan Street River Fall, MA 02724 / Board of Commissioners / Board Member-Commissioner/Hrs. Work Monthly: 2 / Sec Trading Hrs: 0 / No Daily activities. Attend (1) board meeting per month. Approximately 1 hour in length COALITION FOR HEALTH EQUITY & EARLY DEVELOPMENT POSITION: Member of Local Advisory Council NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/08/2024 ADDRESS: 202 Spring Street, Marion MA 02738, United States DESCRIPTION: This does not require a daily commitment. As a member of the local advisory council, I will attend occasional meetings and offer advice in conjunction with other members of the advisory council to help the coalition move closer to fulfilling its mission in our local community. UBER TECHNOLOGIES INC. POSITION: Rideshare Driver NATURE: Transportation INVESTMENT RELATED: No NUMBER OF HOURS: 111 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2026 ADDRESS: 1515 3rd Street, San Francisco CA 94158, United States DESCRIPTION: I plan to use Uber to supplement my income and drive during available parts of my day/week.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-25
S63 Uniform Securities Agent State Law Examination 2020-12-18
  • S65 Uniform Investment Adviser Law Examination
    2021-01-25
  • S63 Uniform Securities Agent State Law Examination
    2020-12-18
Other Names
  • John Medeiros
  • Jack Medeiros

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Braintree, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor