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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 2017-07-25
  • OH RA
    APPROVED
    Since 2017-07-25

Branch Locations

9328 Chillicothe Rd., Kirtland, OH 44094 • 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 Kirtland OH 03/2017 Present
Wfgia Temecula CA 01/2012 Present
United Healthcare Medicare Plans Cleveland OH 02/2012 Present
John Carroll University University Hts OH 06/2014 05/2022
Amazon Seattle WA 07/2021 05/2022
Insure With Grace Llc Kirtland OH 01/2022 Present
Pinnacle Financial Service Warminster PA 01/2022 Present
Himmelright Insurance Group Fishers IN 01/2022 Present
David Allen Expeditions, Home Services Fishers IN 01/2024 Present
Wealthwave Alpharetta GA 09/2023 Present
  • 03/2017 → Present
    Transamerica Financial Advisors, Inc
    Kirtland, OH
  • 01/2012 → Present
    Wfgia
    Temecula, CA
  • 02/2012 → Present
    United Healthcare Medicare Plans
    Cleveland, OH
  • 06/2014 → 05/2022
    John Carroll University
    University Hts, OH
  • 07/2021 → 05/2022
    Amazon
    Seattle, WA
  • 01/2022 → Present
    Insure With Grace Llc
    Kirtland, OH
  • 01/2022 → Present
    Pinnacle Financial Service
    Warminster, PA
  • 01/2022 → Present
    Himmelright Insurance Group
    Fishers, IN
  • 01/2024 → Present
    David Allen Expeditions, Home Services
    Fishers, IN
  • 09/2023 → Present
    Wealthwave
    Alpharetta, GA
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Pinnacle Financial Services /0122-Present / Investment Related: Yes / 65 W Street Rd. A-101 Warminster, PA 18974 /Sales Representative / Medicare Insurance Sales / Hrs. Work Monthly: 20 / Sec Trading Hrs: 5 / Consult w/clients re Medicare Sup insurance. Write the plan client chooses. Provide ongoing service to clients as needed. Recruit, direct & provide support others across the US, who write Medicare supplemental insurance plans. Insure With Grace LLC / 0122-Present / Investment Related: No / 9328 Chillicothe Suite A Kirtland, OH 44094 / Generalist / Medicare Sales / Hrs. Work Monthly: 80 / Sec Trading Hrs: 4 / Marketing and Administrative Support United Health Medicare Plan/ Investment Related: No / 1001 Lakeside Ave, 1000 Cleveland OH 44060/ Licensed Sales Agent-Request appointments with local licensed sales agent, to discuss Medicare supplemental plans available through United Healthcare. HIMMELRIGHT INSURANCE GROUP POSITION: Owner NATURE: Medicare consulting INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2022 ADDRESS: 10908 VEON DRIVE, FISHERS IN 46038, United States DESCRIPTION: This LLC is part of our Medicare business and has no contact with securities or investments. it is sole purpose is education of Medicare benefits to eligible individuals DAVID ALLEN EXPEDITIONS, HOME SERVICES POSITION: Owner, and president NATURE: Owner, INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 10908 VEON DRIVE, Fishers IN 46038, United States DESCRIPTION: I will Develop and maintain a home services company. which will do residential handyman services company. WEALTHWAVE POSITION: Representative NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 5 START DATE: 09/18/2023 ADDRESS: 190 Bluegrass vally pkwy, alpharetta GA , United States DESCRIPTION: WFG Co-Brand

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-12-17
  • S63 Uniform Securities Agent State Law Examination
    2019-12-17

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