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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 2023-02-06
NJ RA APPROVED 2020-11-16
TX RA APPROVED_RES 2019-03-18
NV RA APPROVED 2012-01-06
  • NC RA
    APPROVED
    Since 2023-02-06
  • NJ RA
    APPROVED
    Since 2020-11-16
  • TX RA
    APPROVED_RES
    Since 2019-03-18
  • NV RA
    APPROVED
    Since 2012-01-06

Branch Locations

8875 W. Flamingo Rd. Suite 200, Las Vegas, NV 89147 • 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
Wfgia Las Vegas NV 11/2009 Present
Hospitalty Consulting Las Vegas NV 10/2009 Present
Transamerica Financial Advisors, Inc Las Vegas NV 01/2012 Present
Personal Rental Property Las Vegas NV 09/2006 Present
Netlaw Group Louisville KY 10/2020 Present
Champion Health, Inc. Scottsdale AZ 06/2023 Present
Senior Life Insurance Company Thomasville GA 08/2023 Present
Wealthwave Alpharetta GA 01/2016 Present
  • 11/2009 → Present
    Wfgia
    Las Vegas, NV
  • 10/2009 → Present
    Hospitalty Consulting
    Las Vegas, NV
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Las Vegas, NV
  • 09/2006 → Present
    Personal Rental Property
    Las Vegas, NV
  • 10/2020 → Present
    Netlaw Group
    Louisville, KY
  • 06/2023 → Present
    Champion Health, Inc.
    Scottsdale, AZ
  • 08/2023 → Present
    Senior Life Insurance Company
    Thomasville, GA
  • 01/2016 → Present
    Wealthwave
    Alpharetta, GA
Previous Registrations
  • 2011-06-14 → 2012-01-06
    Investment Advisors International, Inc.
    Las Vegas, NV
    Las Vegas, NV
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." PERSONAL RENTAL PROPERTY, LAS VEGAS, NV, NON INVESTMENT RELATED, START DATE 9/1/2006, OWNER, 4HRS PER MONTH NETLAW / INVESTMENT RELATED: NO / 12910 SHELBYVILLE RD SUITE 1245 LOUISVILLE KY 40243 / HOURS PER MONTH: 2 / HOURS DURING SECURITIES TRADING HOURS: 0 / REFERRAL SOURCE / APPROVED WITH RESTRICTIONS CHAMPION HEALTH, INC. POSITION: Agent NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/22/2023 ADDRESS: 7272 E. Indian School Rd. #540,, Scottsdale AZ 85251, United States DESCRIPTION: The CHAMP Plan[TM] is a self-funded, personalized, clinical preventive healthcare program that has been designed to complement an organization's primary healthcare insurance in such a way that it makes the organization's healthcare coverage highly cost-effective and beneficial in terms of employee retention and satisfaction rates. Agent daily activities and responsibilities include contacting employers regarding the employer/employee benefits that the champ plan offers. (please see the champ plan website... champplan.com for a complete list) One primary feature includes access to a tele-doc. Champ plan is designed to increase the overall health of the employee, ideally reducing urgent care needs and hospital admissions. Agents making contact with the employer will refer the employer to the champ team to provide the services outlined in the plan/assist with acceptance of enrollments. The champ plan DOES NOTREPLACE the company's existing health insurance. It covers things the existing health insurance does not. It is NOT an AFLAC Product. SENIOR LIFE INSURANCE COMPANY POSITION: AGENT NATURE: GROUP LIFE INSURANCE INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2023 ADDRESS: P.O. BOX 2447, THOMASVILLE GA 31799, United States DESCRIPTION: sale of group life policies WEALTHWAVE POSITION: NA NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 ADDRESS: 3030 Royal Blvd S Suite 200, Alpharetta GA 30022, United States DESCRIPTION: WFG Co-Brand Hospitality Consulting | 10/2009 | Owner | Las Vegas Nevada | Not investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-05-14
S63 Uniform Securities Agent State Law Examination 2010-02-06
  • S65 Uniform Investment Adviser Law Examination
    2011-05-14
  • S63 Uniform Securities Agent State Law Examination
    2010-02-06

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