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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2021-02-18 |
| NJ | RA | APPROVED | 2020-12-24 |
| TN | RA | APPROVED | 2020-12-09 |
| NC | RA | APPROVED | 2020-12-08 |
| PR | RA | APPROVED | 2020-12-08 |
| TX | RA | APPROVED | 2020-12-08 |
Branch Locations
894 Luis Munoz Rivera Ave Suite 211, San Juan, PR 00969 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | San Juan | PR | 06/2001 | Present |
| Rd & Associates | Brentwood | TN | 02/2012 | Present |
| Eateries International Llc | Franklin | TN | 08/2017 | 08/2020 |
| Rpd & Associates, Lp | Franklin | TN | 01/2018 | 08/2020 |
| Aquaos | Franklin | TN | 07/2019 | 08/2020 |
| Transamerica Financial Advisors, Inc | San Juan | PR | 12/2020 | Present |
| City Cafe | Brentwood | TN | 08/2017 | 11/2024 |
| Transamerica Financial Advisors, Inc | Brentwood | TN | 01/2012 | 01/2020 |
| Turning Point Financial Partners | Franklin | TN | 01/2012 | 11/2024 |
| The Miliare Group | Corona | CA | 04/2024 | Present |
| Rd And Associates Consulting Pr Llc | San Juan | PR | 04/2026 | Present |
| Zentiqai Llc | San Juan | PR | 04/2026 | Present |
| The Raven Book Lounge | Brentwood | TN | 04/2026 | Present |
| Rd And Associates Consulting Inc | San Juan | PR | 04/2026 | Present |
| Zentiqai Ventures, Inc. | San Juan | PR | 04/2026 | Present |
| Ai Squad Llc | San Juan | PR | 08/2026 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors RPD & ASSOCIATES/Investment Related - No/913 Franklin Road Brentwood, TN 37027/LLC set up to pay bills amp; other expenses of running business as a WFG agent only./owner/2.2012/1/0/none THE MILIARE GROUP POSITION: Owner NATURE: Co-brand INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2024 ADDRESS: 2280 Wardlow Cr., #205, Corona CA 92880, United States DESCRIPTION: Owner RD AND ASSOCIATES CONSULTING PR LLC POSITION: Owner NATURE: WFG / TFA Puerto Rico INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 151 Calle de San Francisco, Ste. 200, San Juan PR 00901, United States DESCRIPTION: WFG / TFA Puerto Rico ZENTIQAI LLC POSITION: Partner NATURE: AI Development INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 151 Calle de San Francisco, Ste 200, San Juan PR 00901, United States DESCRIPTION: No day to day involvement THE RAVEN BOOK LOUNGE POSITION: Owner NATURE: Bookstore and Cocktail Lounge INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 330 Franklin Rd., Suite 250B, Brentwood TN 37027, United States DESCRIPTION: No involvement in the day to day activities. RD AND ASSOCIATES CONSULTING INC POSITION: Owner NATURE: AI Consulting Company INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 151 Calle de San Francisco, STE 200, San Juan PR 00901, United States DESCRIPTION: Potential phone or zoom calls. AI SQUAD LLC POSITION: Partner NATURE: AI Development INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2026 ADDRESS: 151 Calle de San Francisco, Ste. 200, San Juan PR 00901, United States DESCRIPTION: No day to day involvement ZENTIQAI VENTURES, INC. POSITION: Partner NATURE: AI Development INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 151 Calle de San Francisco, Ste 200, San Juan PR 00901, United States DESCRIPTION: No day to day involvement
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-06 |
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