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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-20 |
| TX | RA | APPROVED_RES | 2021-09-29 |
| FL | RA | APPROVED | 2012-01-06 |
Branch Locations
8081 Philips Highway Suite 22, Jacksonville, FL 32256 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-22 |
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