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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-12-17 |
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