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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2012-08-15 |
Branch Locations
8081 Philips Highway Suite 22, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
"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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-01 |
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