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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
AZ RA APPROVED 2026-05-20
  • AZ RA
    APPROVED
    Since 2026-05-20

Branch Locations

2560 E 10Th Street, Tucson, AZ 85716 • 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 Tucson AZ 10/2025 Present
Wfgia Tucson AZ 06/2025 Present
W3 Planning And Research Llc Surprise AZ 01/2015 Present
Interim Public Management Scottsdale AZ 08/2023 07/2024
San Juan County, Wa Friday Harbor WA 11/2021 05/2023
Yavapai County, Az Prescott AZ 09/2010 09/2021
Ovtlyr Plano TX 01/2025 06/2026
W3 Planning And Research Llc Surprise AZ 01/2015 Present
  • 10/2025 → Present
    Transamerica Financial Advisors
    Tucson, AZ
  • 06/2025 → Present
    Wfgia
    Tucson, AZ
  • 01/2015 → Present
    W3 Planning And Research Llc
    Surprise, AZ
  • 08/2023 → 07/2024
    Interim Public Management
    Scottsdale, AZ
  • 11/2021 → 05/2023
    San Juan County, Wa
    Friday Harbor, WA
  • 09/2010 → 09/2021
    Yavapai County, Az
    Prescott, AZ
  • 01/2025 → 06/2026
    Ovtlyr
    Plano, TX
  • 01/2015 → Present
    W3 Planning And Research Llc
    Surprise, AZ
Other Businesses

Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). W3 Planning and Research, LLC Investment Related? NO 15944 West Cameron Drive | Surprise, AZ 85379 Member Start date 1/2015 40 hours per month, 20 hours per month during securities trading. I create zoning due diligence reports for clients for commercial, industrial and multifamily projects. These reports are used for decision making for the developer/owner as well as lenders. I also assist clients with zoning related permits (use permits, rezonings, building permits and mining related permits), legislative affairs and consulting on new and proposed legislation, topical consulting related to land development with city, county and state officials as well as campaign assistance. W3 PLANNING AND RESEARCH LLC POSITION: Owner NATURE: Land Planning Entitlements / Due diligence INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2015 ADDRESS: 15944 W. Cameron Drive, Surprise, AZ 85379, Surprise AZ 85379, United States DESCRIPTION: W3 Planning and Research provides land planning expertise in the zoning entitlement process.This includes the following. 1. Zoning entitlements (Use permits, rezoning, site plan, land development, public hearings, neighbor outreach, etc) 2. Due diligence reports for companies expanding or lenders to verify compliance with local regulations. 3. political consulting on matters of developement or development adjacent use, including legislative matters and lobbying as necessary. Additionally, I am the author of the Profitable Traders Strategy Journal, which is a trading journal to document stock trades. It is listed on Amazon, and I do receive royalties for those sales. I am also writing a book currently called "Bound by Secrets, the Marion Robinson Cold Case" about a cold case murder in Scottsdale Arizona that I solved. Expected publication date Q4 of 2026. www.boundbysecrets.com

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-18
  • S66 Uniform Combined State Law Examination
    2026-05-18

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