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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
TX RA APPROVED 2025-04-14
NJ RA APPROVED 2025-02-18
NV RA APPROVED 2024-05-08
  • TX RA
    APPROVED
    Since 2025-04-14
  • NJ RA
    APPROVED
    Since 2025-02-18
  • NV RA
    APPROVED
    Since 2024-05-08

Branch Locations

8861 W. Sahara Ave. Suite 260, Las Vegas, NV 89117 • 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
Lspn Pro, Llc Lindon UT 09/2021 Present
Crane Financial, Inc. Palm Harbor FL 09/2021 01/2022
Jamee Bateau, Notary Public Las Vegas NV 12/2019 Present
Transamerica Financial Advisors, Inc Las Vegas NV 02/2022 Present
World Financial Group, Inc. Las Vegas NV 05/2018 Present
Pololu Inc Las Vegas NV 04/2013 10/2018
Wealthwave Johns Creek GA 01/2021 Present
Bateau Enterprise Henderson NV 07/2023 Present
Revolution Financial Management Nashville TN 08/2018 Present
Do & Be Arts Academy Of Excellence North Las Vegas NV 09/2023 Present
Bali Computing Ltd Dba Federal Student Loan Repayment Advisors Henderson NV 10/2023 Present
Paladin Consulting Llc Henderson NV 02/2025 Present
  • 09/2021 → Present
    Lspn Pro, Llc
    Lindon, UT
  • 09/2021 → 01/2022
    Crane Financial, Inc.
    Palm Harbor, FL
  • 12/2019 → Present
    Jamee Bateau, Notary Public
    Las Vegas, NV
  • 02/2022 → Present
    Transamerica Financial Advisors, Inc
    Las Vegas, NV
  • 05/2018 → Present
    World Financial Group, Inc.
    Las Vegas, NV
  • 04/2013 → 10/2018
    Pololu Inc
    Las Vegas, NV
  • 01/2021 → Present
    Wealthwave
    Johns Creek, GA
  • 07/2023 → Present
    Bateau Enterprise
    Henderson, NV
  • 08/2018 → Present
    Revolution Financial Management
    Nashville, TN
  • 09/2023 → Present
    Do & Be Arts Academy Of Excellence
    North Las Vegas, NV
  • 10/2023 → Present
    Bali Computing Ltd Dba Federal Student Loan Repayment Advisors
    Henderson, NV
  • 02/2025 → Present
    Paladin Consulting Llc
    Henderson, NV
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc 01/2021PRESENTWealthWaveJohns CreekGeorgiaUnited StatesNoNA 08/2018PRESENTRevolution Financial ManagementNashvilleTennesseeUnited StatesNoNA JAMEE BATEAU, NOTARY PUBLIC/Investment Related - No/2700 N Rainbow Blvd #1098, Las Vegas, NV 89108/notarize documents, usually estate planning documents, for a fee/notary public/09.2019/2/0/notarize documents, usually estate planning documents, for a fee BATEAU ENTERPRISE POSITION: Owner NATURE: Consulting and support INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/17/2023 ADDRESS: 1616 Bearclaw Terrace, Henderson NV 89014, United States DESCRIPTION: General consulting. Among other services, primary service will include:- General educationand consultation in how to use software, marketing, business, etc. General education for kids. Among other services, primary service will include:- General education and classes in history, art, coding, how to use software, marketing, etc. Computer programming- Programming code for small and large organizations Marketing services and support.Among other services, primary services will include:- Website design- Programming tools- Lead generation support DO & BE ARTS ACADEMY OF EXCELLENCE POSITION: Board Member NATURE: Trade School for kids INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/21/2023 ADDRESS: 2106 W Craig Rd, North Las Vegas NV 89031, United States DESCRIPTION: The key responsibilities of the board are as follows: Holding leadership accountable: The board hires, supports, manages, and evaluates the principal;- Strategic planning: The principal will create a multi-year strategic plan. The principal creates an annual plan that will be implemented and monitored by the board.- Enhancing the organization's standing: members of the board are ambassadors of the school and work individually and collectively to increase DBAE's standing in the community by, for example fundraising, marketing the school, and serving on board committees to advise on key areas of operation;- Ensuring legal and ethical integrity: the board ensures that DBAE adheres to all federal, local, state, and SPCSA laws, regulations, and rules, and conforms to the highest standards of ethical conduct;- Appeals from parents: the board hears appeals from parents regarding student expulsions;- Budget and financial resources- the board is responsible for financial oversight of the school, including approving the school budget, monitoring and ensuring fiscal soundness, establishing fiscal controls, and ensuring that audits of the schools' finances are conducted as required by law;- Board assessment and development: the board will participate in ongoing self-evaluation and development. BALI COMPUTING LTD DBA FEDERAL STUDENT LOAN REPAYMENT ADVISORS POSITION: Referral Source NATURE: Data Processing of Student Loans INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/16/2023 ADDRESS: 550 Brownlee Drive, Henderson NV 89015, United StatesDESCRIPTION: No daily responsibilities other than being a Referral Source PALADIN CONSULTING LLC POSITION: Owner NATURE: Consulting and support INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 02/18/2025 ADDRESS: 1616 Bearclaw Terrace, Henderson NV 89014, United States DESCRIPTION: General consulting.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-06
S63 Uniform Securities Agent State Law Examination 2022-06-09
  • S65 Uniform Investment Adviser Law Examination
    2024-05-06
  • S63 Uniform Securities Agent State Law Examination
    2022-06-09

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