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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-29 |
| NC | RA | APPROVED | 2025-10-13 |
| OH | RA | APPROVED | 2024-09-11 |
Branch Locations
4357 Ferguson Dr Suite 180, Cincinnati, OH 45245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Advisers Llc | Dublin | OH | 08/2019 | 08/2024 |
| Transamerica Financial Advisors, Inc | Cincinnati | OH | 09/2024 | Present |
| Wfgia | Cincinnati | OH | 08/2024 | Present |
| Cetera Investors | Dublin | OH | 07/2019 | 08/2024 |
| Daniel H Hamilton | Columbus | OH | 01/2019 | 07/2019 |
| Northwestern Mutual | Columbus | OH | 10/2017 | 01/2019 |
| Bank Of America | Providence | RI | 04/2015 | 10/2017 |
| Ali And Anton Holdings Llc | Dublin | OH | 03/2020 | Present |
| Hfp Re Holdings Llc | Dublin | OH | 12/2021 | Present |
| Next Level Flips Llc | Dublin | OH | 03/2023 | Present |
| Orlando Vacation Rental Llc | Dublin | OH | 10/2023 | Present |
| Wealthwave | Cincinnati | OH | 09/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. ALI AND ANTON HOLDINGS LLC/Investment Related - Yes/6500 Emerald Parkway Ste 100 Dublin, OH 43016 614-432-4632/Buy and manage rental properties/Co-Owner/03.2020/20/0/Buy rental properties and lease them out to tenants HFP RE HOLDINGS LLC/Investment Related - Yes/6500 EMERALD PARKWAY Ste 100 Dublin, OH 43016/Buy and lease rental properties/Co-Owner/12.2021/10/0/Manage and lease rental properties. NEXT LEVEL FLIPS LLC/Investment Related - Yes/6500 EMERALD PARKWAY Ste 100 Dublin, OH 43016 /Flipping residential properties/Owner/03.2023/15/0/Buy, Manage, and sell real estate rehab projects. ORLANDO VACATION RENTAL LLC/Investment Related - Yes/6500 EMERALD PARKWAY Ste 100 Dublin, OH 43016/Vacation rental property located in Orlando, FL/Co-Owner/10.2023/2/0/Making sure the mortgage is paid every month and collecting rent from property manager as well as providing any resources or information to the property manager. WEALTHWAVE POSITION: NoneNATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2024 ADDRESS: 4357 Ferguson Drive, Ste 180, Cincinnati OH 45245, United States DESCRIPTION: WFG Co-Brand
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-23 |
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