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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
MD RA APPROVED 2022-09-27
VA RA APPROVED 2022-09-27
  • MD RA
    APPROVED
    Since 2022-09-27
  • VA RA
    APPROVED
    Since 2022-09-27

Branch Locations

702 Russell Avenue Suite 300, Gaithersburg, MD 20877 • 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, Llc Gaithersburg MD 06/2021 Present
Wfgia Gaithersburg MD 11/2017 Present
Unemployed Ashburn VA 08/2016 11/2017
Insurance Marketing Center Rockville MD 08/2019 Present
Gs National Insurance Pittsburgh PA 09/2020 Present
Key Health Solutions,Inc. Alexandria VA 10/2020 Present
Insubuy, Inc Plano TX 06/2020 Present
Anthem, Inc. Indianapolis IN 10/2019 10/2022
Healthsherpa Sacramento CA 10/2020 Present
Employee Benefits Corporation Of America Mclean VA 09/2021 Present
This Is The Rental House Of Our Family Leesburg VA 04/2013 Present
Agent Pipeline, Inc Albans WV 08/2021 Present
Ihc Specialty Benefits, Inc. Minneapolis MN 01/2020 Present
National General Ins. Company Winston-Salem SC 03/2020 Present
Kyros Ai Corp Palo Alto CA 05/2023 Present
  • 06/2021 → Present
    Gaithersburg, MD
  • 11/2017 → Present
    Wfgia
    Gaithersburg, MD
  • 08/2016 → 11/2017
    Unemployed
    Ashburn, VA
  • 08/2019 → Present
    Insurance Marketing Center
    Rockville, MD
  • 09/2020 → Present
    Gs National Insurance
    Pittsburgh, PA
  • 10/2020 → Present
    Key Health Solutions,Inc.
    Alexandria, VA
  • 06/2020 → Present
    Insubuy, Inc
    Plano, TX
  • 10/2019 → 10/2022
    Anthem, Inc.
    Indianapolis, IN
  • 10/2020 → Present
    Healthsherpa
    Sacramento, CA
  • 09/2021 → Present
    Employee Benefits Corporation Of America
    Mclean, VA
  • 04/2013 → Present
    This Is The Rental House Of Our Family
    Leesburg, VA
  • 08/2021 → Present
    Agent Pipeline, Inc
    Albans, WV
  • 01/2020 → Present
    Ihc Specialty Benefits, Inc.
    Minneapolis, MN
  • 03/2020 → Present
    National General Ins. Company
    Winston-Salem, SC
  • 05/2023 → Present
    Kyros Ai Corp
    Palo Alto, CA
Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Agent Pipeline, Inc / 0821-Prsnt / Inv Rltd No / 114 smiley Dr, Ste. 1, St. Albans WV 25177 / Ind Brkr / Medicare support platform / Hrs. Work Mnth: 2 / Sec Trading Hrs: 0 / Help clients to search and compare their Medicare pln through Agent Pipeline's platform. IHC Specialty Benefits, Inc./ 0120-Prsnt / Inv Rltd No / 5353 Wayzata Blvd Ste. 300 Minneapolis, MN 55416 / Ind Brkr /Short-term hlth pln/ Hrs. Work Mnth: 0.5 / Sec Trading Hrs:0 / Help clients get quotation and purchase the short-term hlth pln National General Ins. Company /0320-Prsnt / Inv Rltd No / 5630 University Parkway Winston-Salem, SC 27105 / Ind Brkr / Short-term hlth plan/ Hrs. Work Mnth: 0.5/ Sec Trading Hrs: 0 / Help clients to get quotation and purchasing short-term hlth ins. pln. This is the rental house of our family/ 0413-Prsnt / Inv Rltd No / 43058 Shadow Terrance Leesburg, VA 20176 / Owner of the Property / Rental Property / Hrs. Work Mnth: 2 / Sec Trading Hrs: 1 / Responsibility to keep the house in a good cond, Employee Benefits Corporation of America / 0921-Prsnt / Inv Rltd No / 1410 Spring Hill Road, Ste. 150 Mclean, VA 22102 / Ind Brkr/ Ins. General Agency / Hrs. Work Mnth: 22 / Sec Trading Hrs.: 1 / Make appointments with ins. companies and Marketplace through EBCA. In addition, they provide more training courses and support services to agent and brokers. Agent got the ins. companies commission through EBCA no extra pay from EBCA. INS. MARKETING CENTER/Inv.Rltd- No/1101 Wootton Parkway, Ste. 820 Rockville, MD. 20852 / Established in 1987, Ins. Marketing Center is a leading wholesale distributor of quality group and individual hlth ins. products in the Washington DC Metro Area. We offer the most competitive carriers and plan designs in the marketplace./Ind Brkr/08.2019/20/4/Help individuals and families to apply and select hlth ins. pln. GS NATIONAL INS/Inv.Rltd- No/300 Bilmar Dr Ste. 200 Pittsburgh, PA 15205 /ins. general agency/Ind Brkr/09.2020/help clients who need the Medicare pln through GS national platform. KEY HLTH SOLUTIONS,INC./Inv.Rltd- No/6420 Grovedale Dr, Ste. 200 Alexandria, VA 22310 /Key Hlth Solutions, Inc focuses its expertise and experience on assisting people in finding affordable and suitable ins.. With our clients and 8217; best interests in mind, we compare the pln of various major ins. companies, then suggest the best and most suitable pln to our clients./Ind Brkr/10.2020/10/2/Run my Medicare business with the support from the company, and make the appointment with ins. companies through the company. INSUBUY, INC/Inv.Rltd- No/4200 Mapleshade Ln Ste. 200,lano, TX 75093/ Established in 2000, Insubuy, Inc. is an Insure Tech company and an online marketplace for visitors ins., international travel medical ins., international student hlth ins., exchange visitors ins., and trip cancellation ins. for individuals, groups, multinational companies, international workers, and others. On Insubuy.com, people can get instant quotes for various pln, make side-by-side comparisons, and make an instant purchase of most ins. pln./Ind Brkr/06.2020/2/1/International travel medical ins. pln HeLTHSHERPA/Inv.Rltd- No/1215 19th Street, Sacramento, California 95811/independent Broker / HlthSherpa is a certified web broker / Hrs. Work Monthly: 16 / Sec Trading Hrs.: 8 / Help clients to apply and select the qualified health plan through the platform. KYROS AI CORP POSITION: College Success Advisor NATURE: AI-based platform providing college admission preparation solutions. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2023 ADDRESS: 622 LOMA VERDE AVENUE, PALO ALTO CA 94306, United States DESCRIPTION: Provide marketing opportunities together with Kyros to expend both WFG and Kyros business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-27
S63 Uniform Securities Agent State Law Examination 2021-09-09
  • S65 Uniform Investment Adviser Law Examination
    2022-09-27
  • S63 Uniform Securities Agent State Law Examination
    2021-09-09

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