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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 2018-03-26
  • MD RA
    APPROVED
    Since 2018-03-26

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 06/2014 Present
Wfgia Rockville MD 10/2009 Present
George Washington University Washington DC 11/2011 12/2016
United Healthcare Lawrenceville IL 11/2014 Present
Appraisal Star Inc. Silver Spring MD 04/2017 09/2021
Yanan University Yanan MD 03/2020 09/2021
Xiao Appraisal Hanover MD 11/2021 Present
Carefirst Baltimore MD 11/2023 Present
Kaiser Permanente Linthicum MD 11/2023 Present
Aetna Inc. Hartford CT 11/2023 Present
Cigna Corporation Denver CO 03/2024 Present
Anthem Richmond VA 05/2024 Present
Delta Dental Mechanicsburg PA 01/2025 Present
  • 06/2014 → Present
    Transamerica Financial Advisors, Inc
    Rockville, MD
  • 10/2009 → Present
    Wfgia
    Rockville, MD
  • 11/2011 → 12/2016
    George Washington University
    Washington, DC
  • 11/2014 → Present
    United Healthcare
    Lawrenceville, IL
  • 04/2017 → 09/2021
    Appraisal Star Inc.
    Silver Spring, MD
  • 03/2020 → 09/2021
    Yanan University
    Yanan, MD
  • 11/2021 → Present
    Xiao Appraisal
    Hanover, MD
  • 11/2023 → Present
    Carefirst
    Baltimore, MD
  • 11/2023 → Present
    Kaiser Permanente
    Linthicum, MD
  • 11/2023 → Present
    Aetna Inc.
    Hartford, CT
  • 03/2024 → Present
    Cigna Corporation
    Denver, CO
  • 05/2024 → Present
    Anthem
    Richmond, VA
  • 01/2025 → Present
    Delta Dental
    Mechanicsburg, PA
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Carefirst | broker |health insurance | 11/01/2023 | 1501 South Clinton Street, Baltimore, MD 21224 | Not investment related Xiao AppraisalHanoverMarylandUnited StatesYesReal Estate Appraiser 11/2021PRESENT UNITED HEALTHCARE; 11/3/2014; YES RELATED; 712 11TH ST, LAWRENCEVILLE, IL 62439; BROKER; HEALTH INSURANCE SALES; 8 HRS/MO; O TRADING; I HAVE NOT DONE ANYTHING SO FAR. KAISER PERMANENTE POSITION: broker NATURE: Health Insurance Company INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2023 ADDRESS: 1000 Corporate Blvd, Linthicum MD 21090, United States DESCRIPTION: Sell health insurance on marketplace. AETNA INC. POSITION: agent NATURE: health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/10/2023 ADDRESS: 151 Farmington Avenue, Hartford CT 06156, United States DESCRIPTION: Sell health insurance CIGNA CORPORATION POSITION: agent NATURE: Agent for health insurance with Cigna INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/15/2024 ADDRESS: 2000 S Colorado Blvd, Denver CO 80222, United States DESCRIPTION: Sell health insurance on marketplace exchange or off exchange. ANTHEM \ POSITION: broker NATURE: health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 05/06/2024 \ ADDRESS: 2015 Staples Mill Rd, Richmond VA 23230 \ DESCRIPTION: Sell health insurance of Anthem on states marketplace and Healthcare.gov. DELTA DENTAL POSITION: dental insurance broker NATURE: dental insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2025 ADDRESS: P.O. Box 2105, Mechanicsburg PA 17055, United States DESCRIPTION: I will be a dental insurance broker. I will help people applying on states health marketplace or healthcare.gov. I may also help people to apply off exchange.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-16
S63 Uniform Securities Agent State Law Examination 2014-09-08
  • S65 Uniform Investment Adviser Law Examination
    2018-01-16
  • S63 Uniform Securities Agent State Law Examination
    2014-09-08

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