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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
WI RA APPROVED 2026-03-06
  • WI RA
    APPROVED
    Since 2026-03-06

Branch Locations

13400 Bishops Lane Suite 75, Brookfield, WI 53005 • 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 Brookfield WI 05/2017 Present
World Financial Group, Inc. Brookfield WI 07/2011 Present
Kelly Services Global Llc Troy MI 02/2016 12/2019
Medicomp Inc Melbourne FL 10/2018 03/2019
Uyghur Grill Llc. Brookfield WI 02/2022 Present
Anthem Indianapolis IN 11/2024 Present
United Healthcare Minneapolis MN 11/2024 Present
Healthsherpa Sacramento CA 11/2024 Present
  • 05/2017 → Present
    Transamerica Financial Advisors, Inc
    Brookfield, WI
  • 07/2011 → Present
    World Financial Group, Inc.
    Brookfield, WI
  • 02/2016 → 12/2019
    Kelly Services Global Llc
    Troy, MI
  • 10/2018 → 03/2019
    Medicomp Inc
    Melbourne, FL
  • 02/2022 → Present
    Uyghur Grill Llc.
    Brookfield, WI
  • 11/2024 → Present
    Anthem
    Indianapolis, IN
  • 11/2024 → Present
    United Healthcare
    Minneapolis, MN
  • 11/2024 → Present
    Healthsherpa
    Sacramento, CA
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. UYGHUR GRILL LLC. / 0222-Present / Investment Related: No /2345 Robbie CT Brookfield, WI 53005 / Owner / Mobile Food Service / Hrs. Work Monthly: 120 / Sec Trading Hrs: 0 / Register for the festival - event to attend, hire independent contractor to prepare, cooking sell food in festivals UNITED HEALTHCARE POSITION: Independent contractor NATURE: Medical insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/05/2024 ADDRESS: UnitedHealth Group PO Box 1459, Minneapolis MN 53440, United States DESCRIPTION: Sell medical insurance via market place. ANTHEM POSITION: Independent agent NATURE: Medical insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/05/2024 ADDRESS: 220 Virginia Ave, Indianapolis IN 46203, United States DESCRIPTION: Help friend apply for medical insurance when needed. HEALTHSHERPA POSITION: Independent agent NATURE: Health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/14/2024 ADDRESS: 1215 19th St #2nd, Sacramento CA 95812, United States DESCRIPTION: Redirect to this company by united healthcare as part of healthcare market enrollment.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-10-31
S65 Uniform Investment Adviser Law Examination 2017-09-08
  • S63 Uniform Securities Agent State Law Examination
    2017-10-31
  • S65 Uniform Investment Adviser Law Examination
    2017-09-08
Other Names
  • Jane Du

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