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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 2026-08-31
CO RA APPROVED 2026-02-10
TX RA APPROVED_RES 2023-08-15
  • NJ RA
    APPROVED
    Since 2026-08-31
  • CO RA
    APPROVED
    Since 2026-02-10
  • TX RA
    APPROVED_RES
    Since 2023-08-15

Branch Locations

9200 E. Mineral Avenue Penthouse Suite 400, Centennial, CO 80112 • 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 Greenwood Village CO 07/2014 Present
Wfgia Greenwood Village CO 02/2014 Present
Trizetto Corporation Englewood CO 05/2012 06/2017
Net Law Group Inc. Louisville KY 09/2021 Present
Greengrass House Parker CO 07/2025 Present
Decatur House Denver CO 07/2025 Present
  • 07/2014 → Present
    Greenwood Village, CO
  • 02/2014 → Present
    Wfgia
    Greenwood Village, CO
  • 05/2012 → 06/2017
    Trizetto Corporation
    Englewood, CO
  • 09/2021 → Present
    Net Law Group Inc.
    Louisville, KY
  • 07/2025 → Present
    Greengrass House
    Parker, CO
  • 07/2025 → Present
    Decatur House
    Denver, CO
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Net Law Group Inc. / 0921-Present / Investment Related: No / 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243/ Agent / Legal Software / Hrs. Work Monthly: 1/ Sec Trading Hrs: 0 / Helping clients get a will trust TRIZETTO CORPORATION/INVESTMENT RELATED - NO/6689 MAROON CIRCLE, ENGLEWOOD, CO 80111/HEALTHCARE IT/TECHNICAL INSTRUCTOR/05.2012/160/0/TRAINING#10;#10; GREENGRASS HOUSE POSITION: landlord NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/09/2025 ADDRESS: 8744 Greengrass Way, Parker CO 80134, United States DESCRIPTION: lease management, collect rent DECATUR HOUSE POSITION: landlord NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/09/2025 ADDRESS: 1872 S. Decatur St., Denver CO 80129, United States DESCRIPTION: landlord, lease management

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-09-27
S65 Uniform Investment Adviser Law Examination 2018-08-17
  • S63 Uniform Securities Agent State Law Examination
    2019-09-27
  • S65 Uniform Investment Adviser Law Examination
    2018-08-17

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