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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
MD RA APPROVED 2025-01-01
VA RA APPROVED 2018-03-23
  • MD RA
    APPROVED
    Since 2025-01-01
  • VA RA
    APPROVED
    Since 2018-03-23

Branch Locations

9801 Washingtonian Blvd Suite 700, Gaithersburg, MD 20878 • 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 Rockville MD 03/2013 Present
World Financial Group, Inc. Rockville MD 01/2012 Present
Nova Adult Home Care Ashburn VA 06/2025 Present
Lg Solutions Llc Chantilly VA 11/2025 Present
  • 03/2013 → Present
    Transamerica Financial Advisors, Inc
    Rockville, MD
  • 01/2012 → Present
    World Financial Group, Inc.
    Rockville, MD
  • 06/2025 → Present
    Nova Adult Home Care
    Ashburn, VA
  • 11/2025 → Present
    Lg Solutions Llc
    Chantilly, VA
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. NOVA ADULT HOME CARE POSITION: caregiver NATURE: adult daycare or home care INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2025 ADDRESS: 44675 Cape Ct, Suite 130, Ashburn VA 20147, United States DESCRIPTION: My father is living with me. He's 92 years old. I take care of him in the daily life. He just got LTC benefit approved and will use Nova Adult Home Care as service agency. The agency intended to hire me as a caregiver to keep taking care of my father at my home. It's going to be a home care. LG SOLUTIONS LLC POSITION: President NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/11/2025 ADDRESS: 13630 Clary Sage Dr, Chantilly VA 20151, United States DESCRIPTION: This is a single member OBA. As a president of OBA, I am responsible for the business production by working as an insurance and security agent under WFG/TFA. I am also responsible for the business financial and other management report, for example OBA accounting and tax preparation etc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-14
S63 Uniform Securities Agent State Law Examination 2013-08-16
  • S65 Uniform Investment Adviser Law Examination
    2017-12-14
  • S63 Uniform Securities Agent State Law Examination
    2013-08-16

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