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Snehalkumar Jagdishchandra Shah

Transamerica Financial Advisors, LLC

Elk Grove, CA

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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 2025-06-09
  • CA RA
    APPROVED
    Since 2025-06-09

Branch Locations

9355 East Stockton Blvd. Ste 160, Elk Grove, CA 95624 • 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 Elk Grove CA 03/2025 Present
Wfgia Elk Grove CA 01/2025 Present
Harshad Shah Financial Services Inc San Jose CA 02/2023 Present
Vadict Innovations Pvt Ltd Vadodara 09/2020 01/2023
Self Employed Vadodara 04/2018 01/2023
Unemployed Kuwait 12/2017 03/2018
Core Enterprise Solutions For General Trading Kuwait 07/2017 12/2017
Bader Al Mulla Amp; Brothers Company W.L.L. Kuwait 05/2012 07/2017
Illinois Health Agents Inc Dba Independent Health Agents Chicago IL 03/2025 Present
  • 03/2025 → Present
    Elk Grove, CA
  • 01/2025 → Present
    Wfgia
    Elk Grove, CA
  • 02/2023 → Present
    Harshad Shah Financial Services Inc
    San Jose, CA
  • 09/2020 → 01/2023
    Vadict Innovations Pvt Ltd
    Vadodara
  • 04/2018 → 01/2023
    Self Employed
    Vadodara
  • 12/2017 → 03/2018
    Unemployed
    Kuwait
  • 07/2017 → 12/2017
    Core Enterprise Solutions For General Trading
    Kuwait
  • 05/2012 → 07/2017
    Bader Al Mulla Amp; Brothers Company W.L.L.
    Kuwait
  • 03/2025 → Present
    Illinois Health Agents Inc Dba Independent Health Agents
    Chicago, IL
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. HARSHAD SHAH FINANCIAL SERVICES INC/Investment Related - No/2690 S WHITE RD, STE 245, SAN JOSE CA 95148/Tax preparation, bookkeeping and payroll services./President/02.2023/120/80/Overall management of tax preparation, bookkeeping and payroll services. ILLINOIS HEALTH AGENTS INC DBA INDEPENDENT HEALTH AGENTS POSITION: Health Insurance Producer NATURE: Health Insurance Producer INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 03/19/2025 ADDRESS: 3501 N Southport Ave, #207, Chicago IL 60657, United States DESCRIPTION: Independent Health Agents has existing relationships and agreements with various insurance carriers. I, as a Producer, intend to have relationship with various Health Insruance Carriers. Both parties shall be jointly listed as agent or broker on any health insurance contract placed by me with any of the Carriers under Independent Health Agent's general agent and/or broker agreement. Independent Health Agents will on request provide various general agent services like marketing, website support, underwriting, compliance, administration and claims issues, negotiation and interaction with Carriers, renewals, and client advice and interaction.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-09
  • S66 Uniform Combined State Law Examination
    2025-06-09
Other Names
  • Snehal Shah

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