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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 2026-01-05
TX RA APPROVED 2022-04-08
  • NJ RA
    APPROVED
    Since 2026-01-05
  • TX RA
    APPROVED
    Since 2022-04-08

Branch Locations

3242 Preston Road Suite 100, Plano, TX 75093 • 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
World Financial Group, Inc. Plano TX 10/2021 Present
Fidelity National Information Services Jacksonville FL 09/2006 Present
Transamerica Financial Advisors, Inc Plano TX 12/2021 Present
Unitedhealthcare Richardson TX 01/2018 Present
The Brokerage Inc. Flower Mound TX 01/2021 Present
  • 10/2021 → Present
    World Financial Group, Inc.
    Plano, TX
  • 09/2006 → Present
    Fidelity National Information Services
    Jacksonville, FL
  • 12/2021 → Present
    Transamerica Financial Advisors, Inc
    Plano, TX
  • 01/2018 → Present
    Unitedhealthcare
    Richardson, TX
  • 01/2021 → Present
    The Brokerage Inc.
    Flower Mound, TX
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc FIDELITY NATIONAL INFORMATION SERVICES/Investment Related - No/601 Riverside Ave Jacksonville, FL 32204 877-776-3706/FIS is a leader in technology and services that helps businesses and communities thrive by advancing commerce and the financial world./IT Architect Consultant/09.2006/180/180/Design / develop / support IT banking solution using FIS's software and system. UNITEDHEALTHCARE/Investment Related - No/1311 W President George Bush Hwy, Richardson, TX 75080 (866) 574-6088/provider Medicare-related healthcare plans to the customer/agent/9.2018/30/0/sell Medicare-related healthcare plans to the customer THE BROKERAGE INC./Investment Related - No/6200 Stone Hill Farms Pkwy Flower Mound, TX 75028 (800) 442-4915/ a national Field Marketing Organization (FMO) and Brokerage General Agency (BGA), and specialize in a comprehensive portfolio of life, health, and accident-related insurance products./agent/01.2021/30/0/Sell ACA and Medicare Health insurance plans

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-08
  • S66 Uniform Combined State Law Examination
    2022-04-08

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