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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
MD RA APPROVED 2021-08-27
  • MD RA
    APPROVED
    Since 2021-08-27

Branch Locations

702 Russell Avenue Suite 300, Gaithersburg, MD 20877 • 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
Good Driver Clum Palo Alto CA 06/2026 Present
Transamerica Financial Advisors, Inc Gaithersburg MD 09/2018 Present
World Financial Group, Inc. Gaithersburg MD 04/2017 Present
Cuisine Solutions Inc Sterling VA 04/2018 01/2019
Homemaker Washington DC 04/2014 04/2018
Insurance Marketing Center Rockville MD 11/2017 Present
International Medical Group, Inc Indianapolis IN 11/2017 Present
Advocate Health Llc Englewood FL 07/2019 11/2019
Aetna Inc. Hartford CT 11/2019 01/2026
Insubuy, Inc. Plano TX 08/2020 Present
Gs National Insurance Pittsburgh PA 09/2020 Present
Healthshepra Sacramento CA 01/2021 Present
Ap Benefit Agentlink Llc Louisville KY 10/2022 Present
Smart Insurance By Solomon Agency Llc Annandale VA 04/2023 Present
Care Rise Union Gaithersburg MD 01/2025 Present
  • 06/2026 → Present
    Good Driver Clum
    Palo Alto, CA
  • 09/2018 → Present
    Transamerica Financial Advisors, Inc
    Gaithersburg, MD
  • 04/2017 → Present
    World Financial Group, Inc.
    Gaithersburg, MD
  • 04/2018 → 01/2019
    Cuisine Solutions Inc
    Sterling, VA
  • 04/2014 → 04/2018
    Homemaker
    Washington, DC
  • 11/2017 → Present
    Insurance Marketing Center
    Rockville, MD
  • 11/2017 → Present
    International Medical Group, Inc
    Indianapolis, IN
  • 07/2019 → 11/2019
    Advocate Health Llc
    Englewood, FL
  • 11/2019 → 01/2026
    Aetna Inc.
    Hartford, CT
  • 08/2020 → Present
    Insubuy, Inc.
    Plano, TX
  • 09/2020 → Present
    Gs National Insurance
    Pittsburgh, PA
  • 01/2021 → Present
    Healthshepra
    Sacramento, CA
  • 10/2022 → Present
    Ap Benefit Agentlink Llc
    Louisville, KY
  • 04/2023 → Present
    Smart Insurance By Solomon Agency Llc
    Annandale, VA
  • 01/2025 → Present
    Care Rise Union
    Gaithersburg, MD
Other Businesses

Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors GS NATIONAL INSURANCE |Non Investment Related| 300 Bilmar Dr., Suite 200. Pittsburgh, PA 15205| Medicare Part C Insurance| Independent Agent|09.28.2020| 5 Hrs a Month| Contact this company for a quote if a client needs medicare advantage plan. INTERNATIONAL MEDICAL GROUP, INC/NO/2960 NORTH MERIDIAN STREET/INDIANAPOLIS,IN 46208/INSURANCE SALES FOR INTERNATIONAL TRAVEL INSURANCE/BROKER/11/01/2017/0/0/IF THERE IS A CLIENT, I CAN SALE INTERNATIONAL TRAVEL INSURANCE TO HIM/HER THROUGH THIS COMPANY.HOWEVER, I HAVE NOT A SINGLE CLIENT SO FAR. INSURANCE MARKETING CENTER/NO/INSURANCE/1101 WOOTTEN PKWY, SUITE 820, ROCKVILLE, MD 20852/BROKER/11/01/2017/2/0/IN OPEN ENROLLMENT SEASON FOR THE OBAMA CARE, I HELP CLIENTS TO APPLY FOR HEALTH INSURANCE COVERAGE THROUGH GOVERMENT WEBSITE OR THROUGH COMPANY ADVOCATE HEALTH LLC / emp dates: 0719 TO PRESENT/ INVESTMENT RELATED: NO /address: 1811 ENGLEWOOD RD SUITE #175 ENGLEWOOD, FL 34223/ position: INDIVIDUAL BROKER / nature of business: THIS IS AN ADVISORY COMPANY FOR MEDICARE SUPPLEMENT AND MEDICARE ADVANTAGE INSURANCE. IT PROVIDES BROKER SUPPORT IN ANY QUESTIONS ON MEDICARE SUPPLEMENT AND PART C / hrs work monthly: 2 /Sec trading hrs: 0 / duties: I GET APPOINTED WITH HEALTH INSURANCE COMPANY THROUGH THIS COMPANY TOS ELL MEDICARE PART C AND SUPPLEMENT Healthshepra / 0121-present / Investment Related: No / Sacramento, CA 95812 / Agent / Healthcare Navigator / Hrs Work Monthly: 3 / Sec Trading Hrs: 0 / I use this broker management system to help client enroll in health plans via healthcare.gov INSUBUY, INC./NO/4200 MAPLESHADE LN, SUITE 200, PLANO, TS 75093/TRAVEL INSURANCE BROKER/INDEPENDENT SUB AGENT/08/08/2020/2/0/HELP CLIENTS TO CHOOSE TRAVEL INSURANCE. AP BENEFIT AGENTLINK LLC POSITION: independent agent NATURE: Medicare advantage plans INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: 2001 Lake Point Way, Louisville KY 40223, United States DESCRIPTION: I am going to contract with United healthcare, Aetna, and Humana to sale Medicare advantage plans through this company(agency). No daily routine work. SMART INSURANCE BY SOLOMON AGENCY LLC POSITION: Independent Agent NATURE: Medicare Advantage Plans INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: Smart Insurance by Solomon Agency LLC, Suite 204, Annandale VA 22003, United States DESCRIPTION: I will be performing as an independent agent formedicare advantage plans. There's no daily work, but if there're cases then I will help people applying for medicare advantage plans. CARE RISE UNION POSITION: Partner NATURE: Health Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 9711 Washingtonian Blvd, Suite 550, Gaithersburg MD 20878, United States DESCRIPTION: This company is only related to health insurance. I may provide paperwork/appointment and contracting support to health insurance agents. I may also provide training and back-end support to health insurance agents. I don't have direct contact with clients. GOOD DRIVER CLUM POSITION: ordinary member NATURE: referral INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: 510 Waverley St, Palo Alto CA 94301, United States DESCRIPTION: Car Insurance club

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-27
S63 Uniform Securities Agent State Law Examination 2019-10-11
  • S65 Uniform Investment Adviser Law Examination
    2021-08-27
  • S63 Uniform Securities Agent State Law Examination
    2019-10-11

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