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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
ID RA APPROVED 2025-06-02
  • ID RA
    APPROVED
    Since 2025-06-02

Branch Locations

745 W. Bridge Street Suite G, Blackfoot, ID 83221 • 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, Inc Blackfoot ID 08/2024 Present
Wfgia Blackfoot ID 05/2023 Present
College Of Eastern Idaho Idaho Falls ID 01/2020 05/2023
Eastern Idaho Regional Medical Center Idaho Falls ID 09/2016 12/2019
Heartland Institute Of Financial Education (Hife) Greenwood Village CO 04/2025 Present
Square One Communications, Llc Dba Intelihub Clearwater FL 01/2025 05/2025
Wealthwave Alpharetta GA 01/2025 Present
  • 08/2024 → Present
    Transamerica Financial Advisors, Inc
    Blackfoot, ID
  • 05/2023 → Present
    Wfgia
    Blackfoot, ID
  • 01/2020 → 05/2023
    College Of Eastern Idaho
    Idaho Falls, ID
  • 09/2016 → 12/2019
    Eastern Idaho Regional Medical Center
    Idaho Falls, ID
  • 04/2025 → Present
    Heartland Institute Of Financial Education (Hife)
    Greenwood Village, CO
  • 01/2025 → 05/2025
    Square One Communications, Llc Dba Intelihub
    Clearwater, FL
  • 01/2025 → Present
    Wealthwave
    Alpharetta, GA
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WEALTHWAVE POSITION: Representative NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 01/30/2025 ADDRESS: 3030 Royal Blvd S, Suite 200, Alpharetta GA 30022, United States DESCRIPTION: WFG Co-Brand HEARTLAND INSTITUTE OF FINANCIAL EDUCATION (HIFE) POSITION: Certified Financial Educator (AFED) NATURE: Non-profit, Non-solicitous Financial Literacy Education INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 2 START DATE: 04/30/2025 ADDRESS: 8301 East Prentice Ave., Ste. 312, Greenwood Village CO 80111, United States DESCRIPTION: As a representative of the organization, I would promote, schedule and provide non-profit, non-solicitous financial literacy education using materials approved by HIFE and in accordance with the mission and vision of the organization.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-02
S63 Uniform Securities Agent State Law Examination 2024-09-18
  • S65 Uniform Investment Adviser Law Examination
    2025-06-02
  • S63 Uniform Securities Agent State Law Examination
    2024-09-18
Other Names
  • Heather Janel Carlquist
  • Heather Janel Eaton

View on SEC IAPD

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