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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
CO RA APPROVED 2026-01-02
ID RA APPROVED 2019-02-05
  • CO RA
    APPROVED
    Since 2026-01-02
  • ID RA
    APPROVED
    Since 2019-02-05

Branch Locations

9200 E. Mineral Avenue Penthouse Suite 400, Centennial, CO 80112 • 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
Wfg Idaho Falls ID 01/2005 Present
Transamerica Financial Advisors, Inc Greenwood Village CO 12/2017 Present
World Financial Group, Inc. Greenwood Village CO 10/2017 Present
Battelle Energy Alliance Idaho Falls ID 03/2015 07/2022
Uber Eats Trevose PA 01/2020 05/2025
Doordash San Francisco CA 02/2020 05/2025
Grubhub, Inc. Chicago IL 03/2020 05/2025
National Renewable Energy Laboratory Golden CO 07/2022 05/2024
Mountain Valley Medicare Of Colorado Monte Vista CO 12/2025 Present
Sword And Shield Estate Planning Llc Spanish Fork UT 12/2025 Present
  • 01/2005 → Present
    Wfg
    Idaho Falls, ID
  • 12/2017 → Present
    Transamerica Financial Advisors, Inc
    Greenwood Village, CO
  • 10/2017 → Present
    World Financial Group, Inc.
    Greenwood Village, CO
  • 03/2015 → 07/2022
    Battelle Energy Alliance
    Idaho Falls, ID
  • 01/2020 → 05/2025
    Uber Eats
    Trevose, PA
  • 02/2020 → 05/2025
    Doordash
    San Francisco, CA
  • 03/2020 → 05/2025
    Grubhub, Inc.
    Chicago, IL
  • 07/2022 → 05/2024
    National Renewable Energy Laboratory
    Golden, CO
  • 12/2025 → Present
    Mountain Valley Medicare Of Colorado
    Monte Vista, CO
  • 12/2025 → Present
    Sword And Shield Estate Planning Llc
    Spanish Fork, UT
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. MOUNTAIN VALLEY MEDICARE OF COLORADO POSITION: Sales Rep NATURE: Health Insurance/ Medicare INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 8 START DATE: 12/01/2025 ADDRESS: 2079 Sherman Ave, Monte Vista CO 81144, United States DESCRIPTION: Educating and Enrolling participants in Medicare Plans SWORD AND SHIELD ESTATE PLANNING LLC POSITION: Referral Partner NATURE: Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 12/11/2025 ADDRESS: 1198 3750 E, Spanish Fork UT 84003, United States DESCRIPTION: I will refer clients needing Estate Planning services to this company.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-18
S63 Uniform Securities Agent State Law Examination 2018-12-08
  • S65 Uniform Investment Adviser Law Examination
    2019-01-18
  • S63 Uniform Securities Agent State Law Examination
    2018-12-08
Other Names
  • Ryan Weeks

View on SEC IAPD

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