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
FL RA APPROVED 2012-08-15
  • FL RA
    APPROVED
    Since 2012-08-15

Branch Locations

8081 Philips Highway Suite 22, Jacksonville, FL 32256 • 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 Jacksonville FL 02/2004 Present
Transamerica Financial Advisors, Inc Jacksonville FL 01/2012 Present
Net Law Group Incorporated Louisville KY 06/2020 Present
College Loan Freedom Henderson NV 10/2020 Present
Florida Notary Public Fleming Island FL 10/2020 Present
Continuous Process Improvement Consulting Llc. Fleming Island FL 09/2023 Present
Heartland Institute Of Financial Education Greenwood Village CO 06/2026 Present
  • 02/2004 → Present
    Wfg
    Jacksonville, FL
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Jacksonville, FL
  • 06/2020 → Present
    Net Law Group Incorporated
    Louisville, KY
  • 10/2020 → Present
    College Loan Freedom
    Henderson, NV
  • 10/2020 → Present
    Florida Notary Public
    Fleming Island, FL
  • 09/2023 → Present
    Continuous Process Improvement Consulting Llc.
    Fleming Island, FL
  • 06/2026 → Present
    Heartland Institute Of Financial Education
    Greenwood Village, CO
Other Businesses

"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." College Loan Freedom / 1020-Present / Investment Related: No / 129 W. Lake Mead Parkway, #19 Henderson, NV 89015 / Referral Partner / Referral Agent/ Hrs Work Monthly: 1 / Sec Trading Hrs: 1 / I would refer people to contact College Loan Freedom to help understand their options for reducing their college loan payment / balance. Florida Notary Public / 1020-Present / Investment Related: No /1567 Wild Fern Drive Fleming Island, FL 32003 / Notary public / Florida Notary public / Hrs Work Monthly: 1 / Sec Trading Hrs: 1 / will have the ability to notarize documents for TFA Representative clients as needed Net Law Group Incorporated / 0620-Present /Investment Related: No/ 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243/Referral Partner/ Legal / Hrs Work: 3 Sec trading Hrs: 0 / Will be using NetLaw on a referral basis when client is in need of obtaining legal documents (POA, Living Will HIPPA disclosure, Last Will, Health Care Surrogate CONTINUOUS PROCESS IMPROVEMENT CONSULTING LLC. POSITION: Executive Assistant NATURE: Executive Leadership Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2023 ADDRESS: 1567 Wild Fern Drive, Fleming Island FL 32003, United States DESCRIPTION: Professional and Leadership Development Training support by providing course material and logistics. also providing conference room coordination/scheduling and setup. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: Certified Financial Educator NATURE: Financial Education INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2026 ADDRESS: 8301 E Prentice Ave, Suite 312, Greenwood Village CO 80111, United States DESCRIPTION: I will promote/provide financial education courses to businesses as a CFEd.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-31
S63 Uniform Securities Agent State Law Examination 2005-07-01
  • S65 Uniform Investment Adviser Law Examination
    2012-03-31
  • S63 Uniform Securities Agent State Law Examination
    2005-07-01
Other Names
  • Leslie Joan Curtis
  • Leslie Joan Lemon

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor