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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-23 |
| NC | RA | APPROVED | 2025-09-15 |
| TX | RA | APPROVED | 2025-03-03 |
| FL | RA | APPROVED | 2025-01-09 |
Branch Locations
1155 S Semoran Blvd Ste 1150, Winter Park, FL 32792 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-30 |
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