Karla Irene Knox

Current Employers

Employment History

• 01/2022 → Present
  Transamerica Financial Advisors, Inc
  Cincinnati, OH
• 06/2019 → Present
  World Financial Group, Inc.
  Cincinnati, OH
• 12/2004 → Present
  Dayton Metropolitan Housing Authority
  Dayton, OH
• 12/2022 → Present
  Spinderella 360 Experience Llc
  Dayton, OH
• 07/2019 → Present
  Wealthwave
  Alpharetta, GA
• 08/2025 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO
• 02/2026 → Present
  National Association Of Registered Social Security Analysts (Nar
  Melville, NY

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. DAYTON METROPOLITAN HOUSING AUTHORITY/Investment Related - No/400 Wayne Avenue Dayton, Ohio 45410/Dayton Metropolitan Housing Authority is a local housing agency providing affordable housing to low income families./Senior Manager of Asset Management/12.2004/160/160/Responsible for the management and operations of 2700 public housing units. SPINDERELLA 360 EXPERIENCE LLC POSITION: co owner NATURE: 360 photo booth INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/13/2022 ADDRESS: 112 Bethpolamy Ct, Dayton OH 45415, United States DESCRIPTION: This business will provide 360 photo booth experience at special events like parties, weddings, etc. WEALTHWAVE POSITION: NONE NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2019 ADDRESS: 3030 Royal Blvd S, Suite 200, Alpharetta GA 30022, United States DESCRIPTION: WFG Co-Brand HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: Certified Financial Educator NATURE: on the Certified Financial Educator Registry INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2025 ADDRESS: 8301 E Prentice Ave, Suite 312, Greenwood Village CO 80111, United States DESCRIPTION: I have not started anything with Heartland but I completed the CFEd training and passed the exam. I am in the process of getting listed on their Registry as a Certified Financial Educator. NATIONAL ASSOCIATION OF REGISTERED SOCIAL SECURITY ANALYSTS (NARSSA) POSITION: RSSA (Registered Social Security Analyst) NATURE: social security analysis INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/24/2026 ADDRESS: 68 S. Service Rd. Suite 100, Melville NY 11747, United States DESCRIPTION: I have not started yet but I will be able to help clients analyze when is the best time to file for social security to optimize their benefits.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-06
• S63 Uniform Securities Agent State Law Examination
  2022-03-26

Other Names

• Karla Moore