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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 2023-07-31
TX RA APPROVED_RES 2020-09-19
AZ RA APPROVED 2015-01-09
  • NJ RA
    APPROVED
    Since 2026-01-02
  • NC RA
    APPROVED
    Since 2023-07-31
  • TX RA
    APPROVED_RES
    Since 2020-09-19
  • AZ RA
    APPROVED
    Since 2015-01-09

Branch Locations

2560 E 10Th Street, Tucson, AZ 85716 • 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 Tucson AZ 10/2014 Present
World Financial Group, Inc. Tucson AZ 03/2013 Present
Mccray Enterprises, Llc Mesa AZ 03/2016 Present
Arizona Department Of Child Safety Phoenix AZ 10/2016 Present
Debtmerica Santa Ana CA 06/2019 03/2022
Nationwide Employee Benefits Columbus OH 02/2020 Present
Az Tax Accounting And Consulting Services (Az Tacs) Mesa AZ 07/2020 Present
Wealthwave Alpharetta GA 11/2017 Present
  • 10/2014 → Present
    Transamerica Financial Advisors, Inc
    Tucson, AZ
  • 03/2013 → Present
    World Financial Group, Inc.
    Tucson, AZ
  • 03/2016 → Present
    Mccray Enterprises, Llc
    Mesa, AZ
  • 10/2016 → Present
    Arizona Department Of Child Safety
    Phoenix, AZ
  • 06/2019 → 03/2022
    Debtmerica
    Santa Ana, CA
  • 02/2020 → Present
    Nationwide Employee Benefits
    Columbus, OH
  • 07/2020 → Present
    Az Tax Accounting And Consulting Services (Az Tacs)
    Mesa, AZ
  • 11/2017 → Present
    Wealthwave
    Alpharetta, GA
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). WealthWave | Marketing | investment related | co-brand company through WFGIA | 11/2017 | Alphareta, GA AZ Tax Accounting and Consulting Services (AZ TACS)/ 0720-Present / Investment Related: No / 4148 E Hampton Cir, Mesa, AZ 85206 / Partner, tax preparer / tax preparation / Hrs Work Monthly: 80 / Sec Trading Hrs: 5 / prepare taxes for clients. MCCRAY ENTERPRISES, LLC/MEMBER/INVESTMENT RELATED-NO/1839 S ALMA SCHOOL RD, STE 380, MESA, AZ/3-14-2016/0/0/NONE ARIZONA DEPARTMENT OF CHILD SAFETY /NO/3003 N CENTRAL AVE, 23RD FLOOR, PHOENIX, AZ, 85012/CHILD SAFETY AND REFUNDING OF EXPENSES FOR FOSTER CARE/FOSTER PARENT/10.01.2016/0/0/PARENT OF FOSTER CHILDREN NATIONWIDE EMPLOYEE BENEFITS / emp dates: 0220 TO PRESENT/ INVESTMENT RELATED: NO /address: ONE NATIONWIDE PLAZA COLUMBUS, OH 43215/ position: SALES / nature of business: EMPLOYEE BENEFIT SALES/hrs work monthly: 5/Sec trading hrs: 1/ duties: DISCUSS WITH HR OR BUSINESS OWNERS EMPLOYEE BENEFIT OPTIONS SUCH AS GROUP LIFE, STD, LTD, ETC OBA Amendment Update: NATIONWIDE EMPLOYEE BENEFITS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-07
S63 Uniform Securities Agent State Law Examination 2014-12-04
  • S65 Uniform Investment Adviser Law Examination
    2015-01-07
  • S63 Uniform Securities Agent State Law Examination
    2014-12-04

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