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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 2025-04-15
  • ID RA
    APPROVED
    Since 2025-04-15

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 12/2024 Present
Wfgia Blackfoot ID 04/2023 Present
Homemaker Blackfoot ID 12/2004 Present
Rental Income Rose ID 10/2023 Present
Integrated Trust Systems Scottsdale AZ 08/2024 Present
Wealthwave Alpharetta GA 01/2026 Present
Heartland Institute Of Financial Education Greenwood Village CO 03/2026 Present
  • 12/2024 → Present
    Transamerica Financial Advisors, Inc
    Blackfoot, ID
  • 04/2023 → Present
    Wfgia
    Blackfoot, ID
  • 12/2004 → Present
    Homemaker
    Blackfoot, ID
  • 10/2023 → Present
    Rental Income
    Rose, ID
  • 08/2024 → Present
    Integrated Trust Systems
    Scottsdale, AZ
  • 01/2026 → Present
    Wealthwave
    Alpharetta, GA
  • 03/2026 → Present
    Heartland Institute Of Financial Education
    Greenwood Village, CO
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. RENTAL INCOME/Investment Related - Yes/ Rose Idaho, 83221 /We own one building that contains 2 separate apartments. We currently are renting both apartments. /part owner/09.2023/0/0/collect rent/ file any paperwork necessary INTEGRATED TRUST SYSTEMS POSITION: Referral Sales Associate NATURE: Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/30/2024 ADDRESS: 7373 E. Doubletree Ranch Road, Second Floor, Suite 200, Scottsdale AZ 85258, United States DESCRIPTION: Referral Sales Associate responsibility is to refer people who need further information on how to set up a proper estateplan to Integrated Trust Systems. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: certified financial educator NATURE: we provide financial education for individuals and groups primarily through the workplace INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 1 START DATE: 03/31/2026 ADDRESS: 9301 E Prentice Ave Suite 312, Greenwood Village CO 80111, United States DESCRIPTION: We are just trying to start up. But I plan to work with some other coworkers and contact employers an offer general financial education at no cost. We will then give participants the option to meet one on one with us as a financial educator (I will offer no advice or recommendations) I do not solicit or sell anything. Strictly educational WEALTHWAVE POSITION: null NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: 190 Bluegrass Valley Parkway, Alpharetta GA 30005, United States DESCRIPTION: WFG Co-Brand

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-15
S63 Uniform Securities Agent State Law Examination 2025-03-13
  • S65 Uniform Investment Adviser Law Examination
    2025-04-15
  • S63 Uniform Securities Agent State Law Examination
    2025-03-13
Other Names
  • Clarissa Marie Hall

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