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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 | 2018-04-16 |
Branch Locations
8081 Philips Highway Suite 22, Jacksonville, FL 32256 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Theatre Partners, Llc | Jacksonville | FL | 10/2009 | Present |
| Transamerica Financial Advisors, Inc | Jacksonville | FL | 01/2012 | 04/2017 |
| Transamerica Financial Advisors, Inc | Jacksonville | FL | 03/2018 | Present |
| World Financial Group, Inc. | Jacksonville | FL | 01/2018 | Present |
| Wave Development | Jacksonville | FL | 06/1998 | Present |
| College Loan Freedom | Henderson | NV | 11/2018 | 11/2023 |
| Twz Ii Inc Dba Us Processing Solutions | Long Beach | CA | 10/2022 | 11/2023 |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc THEATRE PARTNERS LLC/Investment Related - No/12000 Beach Blvd Jacksonville FL 32224/Professional Dinner Theatre/owner/10.2009/1/0/Advice and expertise to general partnership WAVE DEVELOPMENT/Investment Related - No/2524 Lynnhaven Terrace Jacksonville FL 32223/Collects and disperse rents from real estate I own/owner/06.1998/2/0/I make sure that rents have been paid.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-05 |
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