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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-15 |
Branch Locations
1741 Ocoee Apopka Rd 1St Floor, Apopka, FL 32703 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Apopka | FL | 07/2026 | Present |
| World Financial Group Insurance Agency | Orlando | FL | 02/2026 | Present |
| Italian Garden Pizzeria | Winter Garden | FL | 07/2016 | 10/2016 |
| Student | Orlando | FL | 08/2016 | 06/2017 |
| 9East Investments Llc | Orlando | FL | 06/2017 | 07/2019 |
| Mahasha Mobile Car Detailing Inc | Orlando | FL | 02/2018 | 03/2021 |
| Green Star Landscaping Sevrices | Orlando | FL | 02/2018 | 03/2021 |
| Student | Orlando | FL | 02/2021 | 07/2022 |
| Mpg Invest Llc | Orlando | FL | 12/2021 | 09/2022 |
| International Assets Advisory | Orlando | FL | 01/2025 | 06/2025 |
| Equitable Advisors Llc | Orlando | FL | 09/2022 | 06/2023 |
| Modern Woodmen Of America | Windermere | FL | 08/2023 | 03/2024 |
| Exploria Resorts | Clermont | FL | 04/2024 | 07/2024 |
| T Capital Funding Llc | Altamonte Springs | FL | 07/2024 | 12/2024 |
| Florida Financial Advisors, Llc | Tampa | FL | 07/2025 | 10/2025 |
| Epos Now Llc | Orlando | FL | 12/2025 | 04/2026 |
| Ushealth Advisors Orlando | Orlando | FL | 05/2026 | Present |
| Mahindra Enterprises Inc | Orlando | FL | 03/2023 | Present |
| Advocate Health Advisors | Venice | FL | 11/2025 | Present |
Name: USHEALTH Advisors Orlando / Investment Related - No / Date: 05:2026 / Hrs (Month): 190 / Hrs (Day): 6 / Activity: Perform outbound calls responding to requests for information on health insurance products and perform enrollments in health plans Name: MAHINDRA ENTERPRISES INC / Investment Related - No / Date: 03:2023 / Hrs (Month): 2 / Hrs (Day): 0 / Activity: Occasional washing of equipment Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. ADVOCATE HEALTH ADVISORS POSITION: agent NATURE: Medicare Advantage plan sales INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 1845 S Tamiami Trl, Venice FL 34293, United States DESCRIPTION: During the annual enrollment period, I make outbound calls to prospective clients to get them enrolled in Medicare Advantage plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-26 |
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