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
TX RA APPROVED 2024-09-03
CA RA APPROVED 2012-01-06
  • TX RA
    APPROVED
    Since 2024-09-03
  • CA RA
    APPROVED
    Since 2012-01-06

Branch Locations

1314 G Street, Modesto, CA 95354 • 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 Modesto CA 11/2004 Present
Notary Public Modesto CA 06/2006 Present
Transamerica Financial Advisors, Inc Modesto CA 01/2012 Present
Turlock Pregnancy And Health Center Turlock CA 02/2019 Present
Lspn Pro Llc Lindon UT 04/2023 Present
Champion Health, Inc. Scottsdale AZ 07/2023 01/2026
Wealthwave Modesto CA 01/2016 Present
Super Patch Hq Mississauga 10/2024 01/2026
Inheritguard, Llc Sheridan WY 10/2024 Present
  • 11/2004 → Present
    Wfg
    Modesto, CA
  • 06/2006 → Present
    Notary Public
    Modesto, CA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Modesto, CA
  • 02/2019 → Present
    Turlock Pregnancy And Health Center
    Turlock, CA
  • 04/2023 → Present
    Lspn Pro Llc
    Lindon, UT
  • 07/2023 → 01/2026
    Champion Health, Inc.
    Scottsdale, AZ
  • 01/2016 → Present
    Wealthwave
    Modesto, CA
  • 10/2024 → 01/2026
    Super Patch Hq
    Mississauga
  • 10/2024 → Present
    Inheritguard, Llc
    Sheridan, WY
Previous Registrations
  • 2008-07-28 → 2012-01-06
    Investment Advisors International, Inc.
    Modesto, CA
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. LSPN PRO, LLC | 03/2023 | investment related | marketing | Lindon, Utah Turlock Pregnancy and Health Center / 0119-Present / Investment Related: No /134 Regis St. Turlock, CA 95382 / Board Member / Medical Clinic / Hrs. Work Monthly: 3 / Sec Trading Hrs.: 0 / Meet once a month with the board to oversee the center NOTARY PUBLIC/no/Modesto,CA/Notary Public 6/2006/5/0/Notary Publix service strictly for outside use of WFG/TFA WEALTHWAVE \\ POSITION: null NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 \\ ADDRESS: 1314 G St, Modesto CA 95354 \\ DESCRIPTION: Co-Brand INHERITGUARD, LLC POSITION: none NATURE: Providing bundled professional servies with emphasis on estate planning services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 10/10/2024 ADDRESS: 30 N Gould Street, Sheridan WY 82801, United States DESCRIPTION: Client communications, follow up with client issues, provide education on estate planning issues, schedule appointments.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-15
S63 Uniform Securities Agent State Law Examination 2006-03-23
  • S65 Uniform Investment Adviser Law Examination
    2008-07-15
  • S63 Uniform Securities Agent State Law Examination
    2006-03-23
Other Names
  • Tammy Lillie

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Modesto, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor