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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
FL RA APPROVED 2026-01-06
  • FL RA
    APPROVED
    Since 2026-01-06

Branch Locations

7077 Bonneval Rd. Suite 570, Jacksonville, FL 32216 • 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 Agency Network Baltimore MD 04/2004 12/2017
Change Path Llc Leawood KS 04/2018 01/2024
Unemployed Baltimore MD 01/2017 04/2018
Auto Club Group/Aaa Jacksonville FL 05/2019 12/2020
Creative One Wealth Overland Park KS 04/2018 01/2024
Ufs, United Financial Services Baltimore MD 02/2022 Present
Transamerica Agency Network Jacksonville FL 02/2022 Present
Student Ponte Vedra FL 12/2017 04/2018
Transamerica Financial Advisors Jacksonville FL 02/2024 Present
  • 04/2004 → 12/2017
    Transamerica Agency Network
    Baltimore, MD
  • 04/2018 → 01/2024
    Change Path Llc
    Leawood, KS
  • 01/2017 → 04/2018
    Unemployed
    Baltimore, MD
  • 05/2019 → 12/2020
    Auto Club Group/Aaa
    Jacksonville, FL
  • 04/2018 → 01/2024
    Creative One Wealth
    Overland Park, KS
  • 02/2022 → Present
    Ufs, United Financial Services
    Baltimore, MD
  • 02/2022 → Present
    Transamerica Agency Network
    Jacksonville, FL
  • 12/2017 → 04/2018
    Student
    Ponte Vedra, FL
  • 02/2024 → Present
    Transamerica Financial Advisors
    Jacksonville, FL
Previous Registrations
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. TRANSAMERICA AGENCY NETWORK / INVESTMENT RELATED - YES/ 2/2022 TO PRESENT / 7077 BONNEVAL RD, STE 570, JACKSONVILLE, FL 32216/ 40 HOURS DURING TRADING HOURS. CREATIVE ONE, INVESTMENT RELATED, 11460 TOMAHAWK CREEK PKWY, SUITE 200, LEAWOOD, KS 66211, LIFE INSURANCE AND ANNUITY SALES, INSURANCE AGENT, SINCE 4/2018, APX 40 HOURS PER MONTH ALL OF WHICH ARE DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-22
  • S65 Uniform Investment Adviser Law Examination
    2018-03-22
Other Names
  • Dean Harry

View on SEC IAPD

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