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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
ID RA APPROVED 2025-09-20
  • ID RA
    APPROVED
    Since 2025-09-20

Branch Locations

980 John Adams Parkway, Idaho Falls, ID 83401 • 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 Idaho Falls ID 10/2018 08/2019
World Financial Group, Inc. Idaho Falls ID 04/2018 08/2019
Pacific Northwest National Lab Richland WA 09/2015 11/2016
Transamerica Financial Advisors, Inc Idaho Falls ID 01/2024 Present
Wfgia Idaho Falls ID 01/2023 Present
Idaho National Laboratory Idaho Falls ID 12/2016 Present
Pacific Northwest National Laboratory Richland WA 09/2015 11/2016
Self-Published Author Idaho Falls ID 10/2020 Present
Self-Published Musician Idaho Falls ID 11/1995 Present
Wealthwave Johns Creek GA 01/2023 Present
Netlaw Louisville KY 07/2023 Present
Lspn Pro Llc Lindon UT 04/2024 Present
Inheritguard, Llc Sheridan WY 11/2024 Present
  • 10/2018 → 08/2019
    Transamerica Financial Advisors, Inc
    Idaho Falls, ID
  • 04/2018 → 08/2019
    World Financial Group, Inc.
    Idaho Falls, ID
  • 09/2015 → 11/2016
    Pacific Northwest National Lab
    Richland, WA
  • 01/2024 → Present
    Transamerica Financial Advisors, Inc
    Idaho Falls, ID
  • 01/2023 → Present
    Wfgia
    Idaho Falls, ID
  • 12/2016 → Present
    Idaho National Laboratory
    Idaho Falls, ID
  • 09/2015 → 11/2016
    Pacific Northwest National Laboratory
    Richland, WA
  • 10/2020 → Present
    Self-Published Author
    Idaho Falls, ID
  • 11/1995 → Present
    Self-Published Musician
    Idaho Falls, ID
  • 01/2023 → Present
    Wealthwave
    Johns Creek, GA
  • 07/2023 → Present
    Netlaw
    Louisville, KY
  • 04/2024 → Present
    Lspn Pro Llc
    Lindon, UT
  • 11/2024 → Present
    Inheritguard, Llc
    Sheridan, WY
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. IDAHO NATIONAL LABORATORY/Investment Related - No/1955 N. Fremont Ave, Idaho Falls, ID 83405 phone: 866-495-7440/It is a Department of Energy national laboratory./Tour guide/12.2016/160/128/I give tours to people who visit the lab. SELF-PUBLISHED AUTHOR/Investment Related - No/Shelly Norman, 786 Masters Drive, Idaho Falls, ID 03401 509-492-7484/I have a self-published book/Author/10.2020/1/0/I wrote the book. It is available for purchase through on-demand printing. Amazon prints and mails the book. SELF-PUBLISHED MUSICIAN/Investment Related - No/786 Masters Drive, Idaho Falls, ID 83402 509-492-7484/I recorded an album of harp music in 1995. It is one several streaming services. I get a small commission from the music./Harpist/11.1995/0/0/Now that it is published, I do nothing with it. WEALTHWAVE/Investment Related - No/6475 E Johns Xing, Johns Creek, GA 30097 (770) 418-0300/The marketing arm of WFG/Associate/01.2023/3/0/I use WealthWave to market my WFG business NETLAW/Investment Related - No/12910 Shelbyville Road, Suite 124 Louisville, Kentucky 40243/Referral partners for Living Wills and Trusts/Agent/07.2023/1/0/I refer people who want a Living Will and Trust to Netlaw INHERITGUARD, LLC POSITION: Administrative Liaison NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2024 ADDRESS: ? 30 N Gould Street #41954, Sheridan WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATEPLANNING ISSUES, SCHEDULE APPOINTMENTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-19
S63 Uniform Securities Agent State Law Examination 2024-04-01
  • S65 Uniform Investment Adviser Law Examination
    2025-09-19
  • S63 Uniform Securities Agent State Law Examination
    2024-04-01
Other Names
  • Shelly Gold
  • Shelly Gold

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