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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
OH RA APPROVED 2025-11-09
  • OH RA
    APPROVED
    Since 2025-11-09

Branch Locations

2371 Lakeview Dr, Beavercreek, OH 45431 • 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
Charles Schwab & Co., Inc. Oak Brrok IL 01/2010 09/2016
Charles Schwab Bank Oak Brook IL 01/2010 09/2016
Jpmorgan Securities Llc St. Charles IL 09/2016 08/2020
Fidelity Investments Beavercreek OH 08/2020 05/2025
Wfgia Centerville OH 10/2025 Present
Transamerica Financial Advisors Beavercreek OH 10/2025 Present
Unemployed Centerville OH 05/2025 10/2025
Greene County Ohio Special Olympics Xenia OH 05/2021 Present
  • 01/2010 → 09/2016
    Oak Brrok, IL
  • 01/2010 → 09/2016
    Charles Schwab Bank
    Oak Brook, IL
  • 09/2016 → 08/2020
    Jpmorgan Securities Llc
    St. Charles, IL
  • 08/2020 → 05/2025
    Fidelity Investments
    Beavercreek, OH
  • 10/2025 → Present
    Wfgia
    Centerville, OH
  • 10/2025 → Present
    Transamerica Financial Advisors
    Beavercreek, OH
  • 05/2025 → 10/2025
    Unemployed
    Centerville, OH
  • 05/2021 → Present
    Greene County Ohio Special Olympics
    Xenia, OH
Previous Registrations
Other Businesses

Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). GREENE COUNTY OHIO SPECIAL OLYMPICS POSITION: Greene County Coordinator NATURE: Special Olympics INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/04/2021 ADDRESS: PO BOX 73, XENIA OH 45385, United States DESCRIPTION: Make sure SO for our county is run properly so athletes can participate/compete. Including, securing venue, coaches, medical forms, certification etc. required by SO.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-05
S63 Uniform Securities Agent State Law Examination 2006-11-03
  • S66 Uniform Combined State Law Examination
    2007-12-05
  • S63 Uniform Securities Agent State Law Examination
    2006-11-03
Other Names
  • Brendon G Anderson

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