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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
NJ RA APPROVED 2026-01-02
NC RA APPROVED 2016-09-20
TX RA APPROVED 2016-09-20
  • NJ RA
    APPROVED
    Since 2026-01-02
  • NC RA
    APPROVED
    Since 2016-09-20
  • TX RA
    APPROVED
    Since 2016-09-20

Branch Locations

363 N Sam Houston Parkway E Suite 200, Houston, TX 77060 • 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, Llc Houston TX 03/2013 Present
Wfgia Houston TX 06/2005 Present
Heartland Institute Of Financial Education (Hife) Greenwood Village CO 08/2012 02/2018
Rental Income/Sole Proprietor Houston TX 11/2013 Present
Christian Job Corps Of Houston Houston TX 12/2016 10/2018
Infosys Houston TX 10/2018 07/2019
Technoria Llc Houston TX 07/2019 Present
Fund Raising-Not Applicable Houston TX 03/2020 09/2022
Zpro Solutions Naples FL 08/2021 Present
Lspn Pro, Llc Lindon UT 09/2021 Present
National Association Of Registered Social Security Analysts Melville NY 10/2021 Present
Premier Force Global Llc Houston TX 06/2022 Present
Wfg Greenspoint Llc Houston TX 10/2024 Present
  • 03/2013 → Present
    Houston, TX
  • 06/2005 → Present
    Wfgia
    Houston, TX
  • 08/2012 → 02/2018
    Heartland Institute Of Financial Education (Hife)
    Greenwood Village, CO
  • 11/2013 → Present
    Rental Income/Sole Proprietor
    Houston, TX
  • 12/2016 → 10/2018
    Christian Job Corps Of Houston
    Houston, TX
  • 10/2018 → 07/2019
    Infosys
    Houston, TX
  • 07/2019 → Present
    Technoria Llc
    Houston, TX
  • 03/2020 → 09/2022
    Fund Raising-Not Applicable
    Houston, TX
  • 08/2021 → Present
    Zpro Solutions
    Naples, FL
  • 09/2021 → Present
    Lspn Pro, Llc
    Lindon, UT
  • 10/2021 → Present
    National Association Of Registered Social Security Analysts
    Melville, NY
  • 06/2022 → Present
    Premier Force Global Llc
    Houston, TX
  • 10/2024 → Present
    Wfg Greenspoint Llc
    Houston, TX
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Premier Force Global LLC / 0622-Present / Investment Related: No / 1706 Spring Street Houston, TX 77007 / Co-Owner / Equipment supplies/ Hrs. Work Monthly: 20 / Sec Trading Hrs: 0 / Procurement and shipment of farming and Transportation equipment upon request National Association of Registered Social Security Analysts (NARSSA)/ 1021-Present / Investment Related: No / 68 South Services Road, Suite 100 Melville, NY 11747 / Analysts / Social Security Analysis/ Hrs. Work Monthly: 20 / Sec Trading Hrs: 0 / Inform prospective clients that I can be a valuable resource in navigating the Social Security Landscape , Collect the necessary inform for an analysis, Provide them with a report/advice on the best options for optimizing their Social Security Benefit LSPN Pro, LLC / 0921-Present / Investment Related: No /100 N. State Street, Ste B, Lindon, UT 84042 / Independent Rep / Estate Planning Services / Hrs. Work Monthly: 5 / Sec Trading Hrs: 0 / Client communications, Marketing, and referring potential clients ZPro Solutions\ Not Investment Related\ 5270 Golden Gate Parkway, suite 104 Naples FL34116| https://zprosolutions.com/ IT Consulting | Consulting | Start Date: 8/9/2021 | 100hr/mo-3hr During Trading | "'- Assist with conducting meetings between the Technical Development Team and the Functional Business SMEs/Stakeholders - Document meeting minutes and develop Functional Design Documents - Occasionally assist with Code Review and Testing Exercises" RENTAL INCOME/SOLE PROPRIETOR:NO/YES/1706 SPRING STREET, HOUSTON, TX 77007/SINGLE-FAMILY HOMES FROM WHICH RENTAL INCOME IS INTERMITTENTLY GENERATED/OWNER/11.1.2013/1/0/NO DAILY ACTIVITIES INVOLVED.IF THEIR IS AN OCCUPANT THEY MAKE A RENTAL DEPOSIT INTO A CHECKING ACCOUNT AT THE BEGINNNING OF THE MONTH. TECHNORIA LLC/0719-PRESENT/ INVESTMENT RELATED: NO /1706 SPRING STREET HOUSTON, TX 77007/OWNER/DIRECTOR/INFORMATION TECHNOLOGY (IT) CONSULTING SERVICES/hrs work monthly: 160/Sec trading hrs: 8/ duties: IMPLEMENTING INFORMATION TECHNOLOGY SOLUTIONS- SPECIFICALLY ENTERPRISE ASSET MANAGEMENT SOFTWARE SOLUTIONS- FOR COMPANIES WFG GREENSPOINT LLC POSITION: Member NATURE: All Non-Securities WFG office related transactions INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2024 ADDRESS: 363 NORTH SAM HOUSTON PARKWAY EAST SUITE 200, HOUSTON TX 77060, United States DESCRIPTION: No regular or usual daily activities expected with this OBA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-26
S63 Uniform Securities Agent State Law Examination 2013-04-29
  • S65 Uniform Investment Adviser Law Examination
    2016-08-26
  • S63 Uniform Securities Agent State Law Examination
    2013-04-29
Other Names
  • Patrick Nnaemeka Onuba

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