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Mary Tiffany Early

Transamerica Financial Advisors, LLC

Miami, FL

CRD 6249590

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Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-05-20
  • FL RA
    APPROVED
    Since 2022-05-20

Branch Locations

6505 Waterford District Drive Suite 450, Miami, FL 33126 • 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 Doral FL 06/2015 Present
Transamerica Agency Network Doral FL 05/2015 Present
Notary Public Miami FL 08/2015 Present
Miami Gardens Commission For Women Miami Gardens FL 08/2016 11/2021
The City Of Miami Gardens Miami FL 08/2016 08/2023
Consultant For Employee Benefits Miami FL 06/2017 Present
Afscme Miami FL 11/2017 Present
Professionals Sharing With A Purpose Miami FL 06/2017 08/2023
Avmed Medicare Miami Garden FL 11/2019 12/2022
Colonial Life And Accidents Columbia SC 04/2022 Present
Aflac Columbus Ga FL 12/2022 Present
  • 06/2015 → Present
    Transamerica Financial Advisors, Inc
    Doral, FL
  • 05/2015 → Present
    Transamerica Agency Network
    Doral, FL
  • 08/2015 → Present
    Notary Public
    Miami, FL
  • 08/2016 → 11/2021
    Miami Gardens Commission For Women
    Miami Gardens, FL
  • 08/2016 → 08/2023
    The City Of Miami Gardens
    Miami, FL
  • 06/2017 → Present
    Consultant For Employee Benefits
    Miami, FL
  • 11/2017 → Present
    Afscme
    Miami, FL
  • 06/2017 → 08/2023
    Professionals Sharing With A Purpose
    Miami, FL
  • 11/2019 → 12/2022
    Avmed Medicare
    Miami Garden, FL
  • 04/2022 → Present
    Colonial Life And Accidents
    Columbia, SC
  • 12/2022 → Present
    Aflac
    Columbus Ga, FL
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. TAN | Investment related | Doral, FLorida | Insurance Agent | as of 05/2015 AFSCME / 1117-Present/ Investment Related: No/ 700 Poinciana Dr. Miami, FL 33136/ New membership rec / I will be recruiting union members to join their labor union. My objective is to help Miami Dade County Afscme local 199 grow their labor union membership to ensure that the union organization will not be decertified. The only connection for sales Will be if I come across a client in need of my services/ Hrs Work Monthly: 24/ Sec Trading Hrs: 9/ Twice a week I'll go to Miami Dade County sides in order to meet employees that have not become members as of yet. NOTARY PUBLIC; 08/31/2015; NOT RELATED; NOTARY; 16340 NW 37 AVE; MIAMI, FL 33054; .25 HRS/MO. 1 TRADING, NOTARY. CONSULTANT FOR EMPLOYEE BENEFITS/NO/16340 NW 37 AVE, MIAMI, FL 33054/CONSULT EMPLOYEES ON CURRENT BENEFITS/OWNER/06.09.2017/10/1/CONSULTING Colonial Life and Accidents/no/ PO Box 1365 Columbia, SC 29202 / Broker 04/01/2022 15/1 Voluntary Benefits / portfolio expansion / approved with restrictions AFLAC POSITION: agent NATURE: employee benefits INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 12/23/2022 ADDRESS: 1932 waynnton rd, Columbus ga FL 31999, United States DESCRIPTION: selling employee benefits

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-19
S63 Uniform Securities Agent State Law Examination 2014-12-11
  • S66 Uniform Combined State Law Examination
    2022-05-19
  • S63 Uniform Securities Agent State Law Examination
    2014-12-11
Other Names
  • Mary Tiffany Roberts
  • Mary Tiffany Roberts

View on SEC IAPD

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