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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
CT RA APPROVED 2025-06-06
NY RA APPROVED 2025-06-06
  • CT RA
    APPROVED
    Since 2025-06-06
  • NY RA
    APPROVED
    Since 2025-06-06

Branch Locations

37-20 Prince Street Suite 2A, Flushing, NY 11354 • 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 Flushing NY 02/2025 Present
Wfgia Flushing NY 01/2016 Present
Student Storrs CT 09/2015 12/2023
Petco Stratford CT 06/2024 08/2024
Ample Luck International Capital Group Mahattan NY 05/2020 05/2021
Everdreams Llc Woodbridge CT 11/2020 06/2021
Uber Technologies Inc San Francisco CA 06/2023 Present
Winningstar Leadership Development Inc. Armonk NY 02/2025 Present
  • 02/2025 → Present
    Transamerica Financial Advisors, Inc
    Flushing, NY
  • 01/2016 → Present
    Wfgia
    Flushing, NY
  • 09/2015 → 12/2023
    Student
    Storrs, CT
  • 06/2024 → 08/2024
    Petco
    Stratford, CT
  • 05/2020 → 05/2021
    Ample Luck International Capital Group
    Mahattan, NY
  • 11/2020 → 06/2021
    Everdreams Llc
    Woodbridge, CT
  • 06/2023 → Present
    Uber Technologies Inc
    San Francisco, CA
  • 02/2025 → Present
    Winningstar Leadership Development Inc.
    Armonk, NY
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. UBER TECHNOLOGIES INC/Investment Related - No/1725 Third Street in San Francisco, CA 94158 /The Uber Driver app facilitates the business of connecting drivers with potential passengers seeking rides through a digital platform, allowing drivers to accept ride requests, navigate to pick-up locations, transport passengers to their destinations, and receive payment all within the app, essentially acting as a mobile marketplace for ride-sharing services where drivers are independent contractors and Uber takes a commission from each ride booked; the core activity is essentially managing the/Driver/01.2023/2/0/give rides to passengers when I want to. WINNINGSTAR LEADERSHIP DEVELOPMENT INC. POSITION: Administrative Assistant NATURE: Support WFG business INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 4 Quinby Ridge Rd, Armonk NY 10567, United States DESCRIPTION: My responsibilities are limited to administrative and clerical support for the internal team. This includes organizing and distributing weekly training information to team communication groups and uploading training materials to Google Classroom for internal reference. I do not engage in client communication, sales activities, solicitation, marketing, or securities-related functions. I do not discuss or recommend financial products, handle client information, or participate in any compensation tied to production. This role is strictly administrative in nature and does not overlap with my responsibilities as a Registered Representative.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-06
S63 Uniform Securities Agent State Law Examination 2025-05-23
  • S65 Uniform Investment Adviser Law Examination
    2025-06-06
  • S63 Uniform Securities Agent State Law Examination
    2025-05-23

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