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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
NC RA APPROVED 2026-02-20
TX RA APPROVED_RES 2021-09-29
FL RA APPROVED 2012-01-06
  • NC RA
    APPROVED
    Since 2026-02-20
  • TX RA
    APPROVED_RES
    Since 2021-09-29
  • FL RA
    APPROVED
    Since 2012-01-06

Branch Locations

8081 Philips Highway Suite 22, Jacksonville, FL 32256 • United States

Disclosures

2 disclosure categories 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wfgia Jacksonville FL 03/2006 Present
Transamerica Financial Advisors Jacksonville FL 01/2012 Present
Uber San Francisco CA 01/2016 02/2017
Enroller Resource Center Louisville KY 10/2017 Present
Debitmerica Santa Ana CA 10/2018 03/2022
College Loan Freedom Henderson NV 10/2018 Present
Shawn Drake Llc Jacksonville FL 01/2024 Present
Wealthwave Jax Partner Llc Jacksonville FL 01/2024 Present
  • 03/2006 → Present
    Wfgia
    Jacksonville, FL
  • 01/2012 → Present
    Transamerica Financial Advisors
    Jacksonville, FL
  • 01/2016 → 02/2017
    Uber
    San Francisco, CA
  • 10/2017 → Present
    Enroller Resource Center
    Louisville, KY
  • 10/2018 → 03/2022
    Debitmerica
    Santa Ana, CA
  • 10/2018 → Present
    College Loan Freedom
    Henderson, NV
  • 01/2024 → Present
    Shawn Drake Llc
    Jacksonville, FL
  • 01/2024 → Present
    Wealthwave Jax Partner Llc
    Jacksonville, FL
Previous Registrations
  • 2010-09-16 → 2012-01-06
    Investment Advisors International, Inc.
    Jacksonville, FL
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). College Loan Freedom/No/129 W Lake Mead Parkway #19 Henderson, NV 89015/Student Loan Forgiveness/10/31/2018/Referrral Partner/1/0/no duties/approved with restrictions Enroller Resource Center/No/2918 Cliffwynde Trace Louisville, KY 40241/ Worker/11/15/2017/Benefit Fairs/10/2/a table for specific hours per fair, handing out information in relation to employer benenfits/approved with restrictions SHAWN DRAKE LLC POSITION: Managing Member NATURE: Holding and Pas thru INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 7990 Baymeadows Rd E, Unit 2201, Jacksonville FL 32256, United States DESCRIPTION: This is for accounting, bookkeeping and banking associated with the pass thru of Shawn Drake the Registered Rep. WEALTHWAVE JAX PARTNER LLC POSITION: Manager NATURE: Pay Bills INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2024 ADDRESS: 8081 Philips Highway, Suite 22, Jacksonville FL 32256, United States DESCRIPTION: Manager in charge of paying office expenses monthly.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-25
S63 Uniform Securities Agent State Law Examination 2007-12-22
  • S65 Uniform Investment Adviser Law Examination
    2010-03-25
  • S63 Uniform Securities Agent State Law Examination
    2007-12-22
Other Names
  • Shawn Drake

View on SEC IAPD

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