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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
NJ RA APPROVED 2025-01-21
TX RA APPROVED 2021-09-21
NY RA APPROVED 2021-05-11
  • NJ RA
    APPROVED
    Since 2025-01-21
  • TX RA
    APPROVED
    Since 2021-09-21
  • NY RA
    APPROVED
    Since 2021-05-11

Branch Locations

80 Orville Dr. Ste 100, Bohemia, NY 11716 • 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 Bohemia NY 11/2019 Present
Wfgia Bohemia NY 11/2018 Present
Peak Systems, Inc New York NY 03/2016 08/2019
Elevation Baseball & Leadership Academy, Inc. St Cloud FL 01/2026 Present
Student Optimum Services Mission Hills CA 01/2026 Present
  • 11/2019 → Present
    Transamerica Financial Advisors
    Bohemia, NY
  • 11/2018 → Present
    Wfgia
    Bohemia, NY
  • 03/2016 → 08/2019
    Peak Systems, Inc
    New York, NY
  • 01/2026 → Present
    Elevation Baseball & Leadership Academy, Inc.
    St Cloud, FL
  • 01/2026 → Present
    Student Optimum Services
    Mission Hills, CA
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). ELEVATION BASEBALL & LEADERSHIP ACADEMY, INC. POSITION: Founder, Executive Director, Volunteer NATURE: Youth baseball training INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 6642 Wake Street, St Cloud FL 34771, United States DESCRIPTION: Elevation Baseball & Leadership Academy is a charitable, educational organization dedicated to developing youth athletes through baseball, leadership, education, and character programs. The academy provides free training, mentorship, and personal development workshops for student-athletes. STUDENT OPTIMUM SERVICES POSITION: Referring agent NATURE: College loan consulting INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/12/2026 ADDRESS: 15455 San Fernando Mission Blvd, Ste 409, Mission Hills CA 91345, United States DESCRIPTION: I will only be referring clients that need help with paying and managing college loans - only applies to Federal School Loans. Student Optimum Services was established in 2010 out of Los Angeles California with 1 purpose, to assists students in financial hardship who have been overcharged by federal loan servicers enroll and take advantage of student loan forgiveness programs offered by the U.S. Department of Education.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-22
S63 Uniform Securities Agent State Law Examination 2019-11-29
  • S65 Uniform Investment Adviser Law Examination
    2019-12-22
  • S63 Uniform Securities Agent State Law Examination
    2019-11-29

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