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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
MD RA APPROVED 2025-01-21
  • MD RA
    APPROVED
    Since 2025-01-21

Branch Locations

14203 Park Center Drive Suite 304, Laurel, MD 20707 • 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, Inc Laurel MD 10/2016 Present
World Financial Group, Inc. Laurel MD 07/2013 Present
Essential Benefits Alliance, Llc Bowie MD 04/2014 Present
Maryland Health Benefits Exchange (Mhbe) Baltimore MD 11/2014 Present
Deloitte, Usa Arlington VA 12/2020 Present
Homesmart Realty Bowie MD 11/2025 Present
  • 10/2016 → Present
    Transamerica Financial Advisors, Inc
    Laurel, MD
  • 07/2013 → Present
    World Financial Group, Inc.
    Laurel, MD
  • 04/2014 → Present
    Essential Benefits Alliance, Llc
    Bowie, MD
  • 11/2014 → Present
    Maryland Health Benefits Exchange (Mhbe)
    Baltimore, MD
  • 12/2020 → Present
    Deloitte, Usa
    Arlington, VA
  • 11/2025 → Present
    Homesmart Realty
    Bowie, MD
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." ESSENTIAL BENEFITS ALLIANCE, LLC/YES/9807 TRAVER STREET, BOWIE, MD 20721/MEDICARE ADVANTAGE PLANS (IE MEDICARE PART C) AND MEDICARE PRESCRIPTION DRUG PLANS (IE MEDICARE PART D) ENROLLMENT AGENCY. ESSENTIAL BENEFITS ALLIANCE IS APPOINTED WITH UNITED HEALTCARE MEDICARE SOLUTIONS & JOHN HOPKINS MEDICARE ADVANTAGE TO CONDUCT ENROLLMENTS OF ELIGIBLE MEDICARE BENEFICIARIES TO MEDICARE PART C OR MEDICARE PART D./MANAGING OWNER/04.18.2014/10/0/AT MY LEISURE, SCHEDULE, AND CONVENIENCE I HELP ENROLL ELIGIBLE MEDICARE BENEFICIARIES INTO MEDICARE PART C OR MEDICARE PART D AT THEIR REQUEST. MARYLAND HEALTH BENEFITS EXCHANGE (MHBE)/NO/750 EAST PRATT STREET, 16TH FLOOR, MARYLAND, 21202/ENROLLING INDIVIDUALS AND SMALL BUSINESSES INTO HEALTH INSURANCE PLANS THROUGH THE GOVERNMENT HEALTH EXCHANGE (AKA OBAMACARE)/AUTHORIZED PRODUCER/11.01.2014/10/1/WENT CONTACT FOR HELP I PROVIDE ONLINE ASSISTANCE TO INDIVIDUALS AND SMALL BUSINESSES IN CHOOSING APPROPRIATE HEALTH INSURANCE PLANS THROUGH THE MARYLAND HEALTH BENEFITS EXCHANGE DURING THE ANNUAL OPEN ENROLLMENT PERIOD. DELOITTE, USA / INVESTMENT RELATED: NO / 1919 N. LYNN ST, ARLINGTON VA 22209 / CONSULTANCY - IT ENGINEER / HOURS PER MONTH: 160 / HOURS DURING SECURITIES TRADING HOURS: 8 / APPROVED WITHOUT RESTRICTIONS HOMESMART REALTY POSITION: Real Estate Salesperson NATURE: Real Estate Sales INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 11/10/2025 ADDRESS: 16901 Melford Blvd, #121, Bowie MD 20715, United States DESCRIPTION: Part-time Real Estate Salesperson that helps other buy and/or sell their real estate property for a commission

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-12
  • S66 Uniform Combined State Law Examination
    2016-12-12

View on SEC IAPD

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