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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
SC RA APPROVED 2025-10-14
IA RA APPROVED 2023-12-11
GA RA APPROVED 2023-08-23
  • SC RA
    APPROVED
    Since 2025-10-14
  • IA RA
    APPROVED
    Since 2023-12-11
  • GA RA
    APPROVED
    Since 2023-08-23

Branch Locations

6400 C St Sw, Cedar Rapids, IA 52499 • United States

Greenville, SC • 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
Inttra, Inc. Parsippany NJ 06/2017 08/2017
High Point University High Point NC 08/2017 08/2018
Get Air Trampoline Park High Point NC 01/2018 08/2018
Transamerica Financial Advisors, Inc Cedar Rapids IA 08/2023 Present
Wfgia Cedar Rapids IA 08/2023 Present
Edward Jones Travelers Rest SC 11/2018 11/2022
Unemployed Greenville SC 11/2022 08/2023
Student High Point NC 08/2013 08/2018
  • 06/2017 → 08/2017
    Inttra, Inc.
    Parsippany, NJ
  • 08/2017 → 08/2018
    High Point University
    High Point, NC
  • 01/2018 → 08/2018
    Get Air Trampoline Park
    High Point, NC
  • 08/2023 → Present
    Transamerica Financial Advisors, Inc
    Cedar Rapids, IA
  • 08/2023 → Present
    Wfgia
    Cedar Rapids, IA
  • 11/2018 → 11/2022
    Travelers Rest, SC
  • 11/2022 → 08/2023
    Unemployed
    Greenville, SC
  • 08/2013 → 08/2018
    Student
    High Point, NC
Previous Registrations
  • 2019-01-22 → 2022-12-19
    Myrtle Beach, SC
    Greenville, SC
    St Louis, MO
    Greenville, SC
    Travelers Rest, SC
Other Businesses

As employee of Transamerica Financial Advisors, may perform home office functions for other business units

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-19
  • S66 Uniform Combined State Law Examination
    2019-01-19

View on SEC IAPD

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