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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
CA RA APPROVED 2025-04-29
  • CA RA
    APPROVED
    Since 2025-04-29

Branch Locations

21221 S Western Ave Suite 110, Torrance, CA 90501 • 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, Llc Torrance CA 03/2025 Present
Wfgia Torrance CA 08/2022 Present
Snapsheet, Inc. Chicago IL 01/2019 Present
Pricewaterhousecoopers Chicago IL 08/2014 01/2019
The National Fraternity Of Phi Gamma Nu Chicago IL 03/2020 08/2025
Wag! Groupco San Francisco CA 02/2025 Present
  • 03/2025 → Present
    Torrance, CA
  • 08/2022 → Present
    Wfgia
    Torrance, CA
  • 01/2019 → Present
    Snapsheet, Inc.
    Chicago, IL
  • 08/2014 → 01/2019
    Pricewaterhousecoopers
    Chicago, IL
  • 03/2020 → 08/2025
    The National Fraternity Of Phi Gamma Nu
    Chicago, IL
  • 02/2025 → Present
    Wag! Groupco
    San Francisco, CA
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. SNAPSHEET, INC./Investment Related - No/1 N Dearborn Street Ste 600 Chicago, IL 60602 /Snapsheet provides SaaS claims, payments, and appraisal software to the Pamp;C insurance industry. It also has a service arm that handles virtual auto damage appraisals by white-labeling for 150+ carriers in the US and Canada./Senior Manager of Strategy amp; Implementation/01.2019/160/160/- Manage a team of direct reports who are responsible for handling customer software implementations - Collaborate with internal and external stakeholders to implement Snapsheet's software solutions WAG! GROUPCO/Investment Related - No/55 Francisco St Ste 360 San Francisco, CA 94133/Wag! is a marketplace that connects pet parents with independent caregivers/Dog Walker/02.2025/4/0/Ensuring pet safety, walking dogs, sitting or boarding dogs while pet parents are away.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-29
S63 Uniform Securities Agent State Law Examination 2025-01-13
  • S66 Uniform Combined State Law Examination
    2025-04-29
  • S63 Uniform Securities Agent State Law Examination
    2025-01-13

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