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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 2025-09-23
NC RA APPROVED 2025-09-15
TX RA APPROVED 2025-03-03
FL RA APPROVED 2025-01-09
  • NJ RA
    APPROVED
    Since 2025-09-23
  • NC RA
    APPROVED
    Since 2025-09-15
  • TX RA
    APPROVED
    Since 2025-03-03
  • FL RA
    APPROVED
    Since 2025-01-09

Branch Locations

1155 S Semoran Blvd Ste 1150, Winter Park, FL 32792 • 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 Winter Park FL 01/2025 Present
Wfgia Winter Park FL 01/2023 Present
Adventh Health Orlando Orlando FL 06/2022 01/2023
Orlando Regional Medical Cneter Orlando FL 08/2021 06/2022
Orlando Regional Medical Center Orlando FL 04/2021 08/2021
Luxury Terminal Puerto Princesa 04/2017 04/2021
Raffles Hospital Singapore Singapore 02/2015 04/2017
Debtmerica Santa Ana CA 12/2023 06/2026
  • 01/2025 → Present
    Transamerica Financial Advisors, Inc
    Winter Park, FL
  • 01/2023 → Present
    Wfgia
    Winter Park, FL
  • 06/2022 → 01/2023
    Adventh Health Orlando
    Orlando, FL
  • 08/2021 → 06/2022
    Orlando Regional Medical Cneter
    Orlando, FL
  • 04/2021 → 08/2021
    Orlando Regional Medical Center
    Orlando, FL
  • 04/2017 → 04/2021
    Luxury Terminal
    Puerto Princesa
  • 02/2015 → 04/2017
    Raffles Hospital Singapore
    Singapore
  • 12/2023 → 06/2026
    Debtmerica
    Santa Ana, CA
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-30
  • S65 Uniform Investment Adviser Law Examination
    2024-11-30

View on SEC IAPD

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