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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
TX RA APPROVED 2023-08-04
NJ RA APPROVED 2023-07-06
FL RA APPROVED 2022-05-03
  • TX RA
    APPROVED
    Since 2023-08-04
  • NJ RA
    APPROVED
    Since 2023-07-06
  • FL RA
    APPROVED
    Since 2022-05-03

Branch Locations

601 Cleveland St Suite 501-24, Clearwater, FL 33755 • 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 Clearwater FL 07/2021 Present
Wfgia Clearwater FL 05/2019 Present
Church Of Scientology Tampa FL 05/2006 Present
Agent Link Marketing Clearwater FL 06/2014 06/2021
Xen Financial Clearwater FL 06/2022 Present
Dynex Group Benefits Solutions Clearwater FL 08/2025 Present
  • 07/2021 → Present
    Transamerica Financial Advisors, Inc
    Clearwater, FL
  • 05/2019 → Present
    Wfgia
    Clearwater, FL
  • 05/2006 → Present
    Church Of Scientology
    Tampa, FL
  • 06/2014 → 06/2021
    Agent Link Marketing
    Clearwater, FL
  • 06/2022 → Present
    Xen Financial
    Clearwater, FL
  • 08/2025 → Present
    Dynex Group Benefits Solutions
    Clearwater, FL
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. CHURCH OF SCIENTOLOGY/Investment Related - No/1300 e 8th Ave Tampa FL. 33605/church activities/director of registration/05.2006/120/0/helping parishioners register for counseling and self betterment courses XEN FINANCIAL POSITION: president NATURE: administrative support services INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2022 ADDRESS: 2091 BURNICE DRIVE, CLEARWATER FL 33764, United States DESCRIPTION: annual tax planning. DYNEX GROUP BENEFITS SOLUTIONS POSITION: Agent NATURE: Group Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/08/2025 ADDRESS: 626 Lakeview Road Suite A, Clearwater FL 33756, United States DESCRIPTION: I would be seeing clients as the need arose for group health insurance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-02
S63 Uniform Securities Agent State Law Examination 2021-10-15
  • S65 Uniform Investment Adviser Law Examination
    2022-05-02
  • S63 Uniform Securities Agent State Law Examination
    2021-10-15

View on SEC IAPD

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