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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
MD RA APPROVED 2025-10-21
  • MD RA
    APPROVED
    Since 2025-10-21

Branch Locations

8850 Stanford Blvd Suite 2500, Columbia, MD 21045 • 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 Columbia MD 10/2025 Present
Wfgia Columbia MD 02/2021 Present
Lge Advisory Services Owings Mills MD 08/2014 Present
Lge Advisory Services Llc Owings Mills MD 08/2014 Present
Pristine Medical Equipment And Acessories Inc Ellicott City MD 11/2024 Present
  • 10/2025 → Present
    Transamerica Financial Advisors
    Columbia, MD
  • 02/2021 → Present
    Wfgia
    Columbia, MD
  • 08/2014 → Present
    Lge Advisory Services
    Owings Mills, MD
  • 08/2014 → Present
    Lge Advisory Services Llc
    Owings Mills, MD
  • 11/2024 → Present
    Pristine Medical Equipment And Acessories Inc
    Ellicott City, MD
Other Businesses

Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). LDE Advisory Services Investment Related? NO 400 Redland Court | Suite 207 | Owings Mills, MD 21117 Tax, accounting, bookkeeping, payroll, business consulting. CPA/Owner Start date 8/2014 160 hours per month, 40 hours per month during securities trading. LGE ADVISORY SERVICES LLC POSITION: Principal NATURE: Accounting and Tax INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 08/13/2014 ADDRESS: 400 Reland Ct, Ste 207, Owings Mills MD 21117, United States DESCRIPTION: Comprehensive Accounting Advisory Deliver full-spectrum accounting support for small and medium-sized businesses--from software implementation to financial statement preparation. Tax Preparation & Review Prepare and review individual, partnership, and corporate tax returns to ensure accuracy and compliance with federal and state regulations. Bookkeeping & Payroll Support Provide expert guidance on bank reconciliations, bookkeeping, and payroll processing to maintain accurate financial records. Entity Selection & Tax Strategy Advise business owners on entity formation and structure to minimize tax liabilities at both the business and personal levels. Tax Filings Prepare and file payroll, sales, and use tax returns on monthly, quarterly, or annual schedules, ensuring timely compliance. QuickBooks Setup & Support Offer QuickBooks setup, training, and ongoing support to enhance operational efficiency and streamline accounting processes. Tax Planning & Compliance Develop and implement strategic tax planning solutions for individuals and businesses to maximize tax efficiency and ensure ongoing compliance. IRS Representation Act as a liaison with the IRS, handling written and verbal communications to resolve past and emerging tax issues effectively. Nonprofit Advisory Provide specialized accounting, compliance, and advisory services for nonprofit organizations to promote financial stability and sustainable growth. PRISTINE MEDICAL EQUIPMENT AND ACESSORIES INC POSITION: CFO NATURE: Sale of duravle medical equipment INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 11/13/2024 ADDRESS: 10176 Baltimore National Pike, Ste 206, Ellicott City MD 21042, United States DESCRIPTION: Develop and implement the company's financial strategy aligned with its growth goals. Prepare budgets, forecasts, and long-term financial plans. Conduct scenario analysis to help management make informed decisions about expansion, investment, or risk mitigation.

Designations

View on SEC IAPD

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