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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
IL RA APPROVED 2026-01-16
  • IL RA
    APPROVED
    Since 2026-01-16

Branch Locations

One Trans Am Plaza, Oakbrook Terrace, IL 60181 • 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, Inc Oakbrook Terrace IL 08/2025 Present
World Financial Group, Inc. Oakbrook Terrace IL 05/2024 Present
Sirius Holdings Llc Chicago IL 06/2014 08/2025
  • 08/2025 → Present
    Transamerica Financial Advisors, Inc
    Oakbrook Terrace, IL
  • 05/2024 → Present
    World Financial Group, Inc.
    Oakbrook Terrace, IL
  • 06/2014 → 08/2025
    Sirius Holdings Llc
    Chicago, IL
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-24
S63 Uniform Securities Agent State Law Examination 2012-07-02
  • S66 Uniform Combined State Law Examination
    2025-04-24
  • S63 Uniform Securities Agent State Law Examination
    2012-07-02
Other Names
  • Mark Klincewicz
  • Mark Klincewicz

View on SEC IAPD

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