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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
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
  • DC RA
    APPROVED
    Since 2021-02-18
  • NJ RA
    APPROVED
    Since 2020-12-24
  • TN RA
    APPROVED
    Since 2020-12-09
  • NC RA
    APPROVED
    Since 2020-12-08
  • PR RA
    APPROVED
    Since 2020-12-08
  • TX RA
    APPROVED
    Since 2020-12-08

Branch Locations

894 Luis Munoz Rivera Ave Suite 211, San Juan, PR 00969 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2001 → Present
    Wfgia
    San Juan, PR
  • 02/2012 → Present
    Rd & Associates
    Brentwood, TN
  • 08/2017 → 08/2020
    Eateries International Llc
    Franklin, TN
  • 01/2018 → 08/2020
    Rpd & Associates, Lp
    Franklin, TN
  • 07/2019 → 08/2020
    Aquaos
    Franklin, TN
  • 12/2020 → Present
    Transamerica Financial Advisors, Inc
    San Juan, PR
  • 08/2017 → 11/2024
    City Cafe
    Brentwood, TN
  • 01/2012 → 01/2020
    Transamerica Financial Advisors, Inc
    Brentwood, TN
  • 01/2012 → 11/2024
    Turning Point Financial Partners
    Franklin, TN
  • 04/2024 → Present
    The Miliare Group
    Corona, CA
  • 04/2026 → 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
  • 08/2026 → Present
    Ai Squad Llc
    San Juan, PR
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-22
S63 Uniform Securities Agent State Law Examination 1994-01-06
  • S65 Uniform Investment Adviser Law Examination
    2016-07-22
  • S63 Uniform Securities Agent State Law Examination
    1994-01-06

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