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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 2026-07-16
  • TX RA
    APPROVED
    Since 2026-07-16

Branch Locations

730 E Park Blvd Suite 104, Plano, TX 75074 • 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 Financial Advisors Plano TX 06/2025 Present
Wfgia Plano TX 07/2024 Present
Boost Mobile Bloominton IL 05/2023 06/2024
Student Normal IL 06/2012 Present
  • 06/2025 → Present
    Transamerica Financial Advisors
    Plano, TX
  • 07/2024 → Present
    Wfgia
    Plano, TX
  • 05/2023 → 06/2024
    Boost Mobile
    Bloominton, IL
  • 06/2012 → Present
    Student
    Normal, IL
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Student Investment Related No Student 06/2021 Normal, IL

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-16
S63 Uniform Securities Agent State Law Examination 2025-07-16
  • S65 Uniform Investment Adviser Law Examination
    2026-07-16
  • S63 Uniform Securities Agent State Law Examination
    2025-07-16

View on SEC IAPD

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