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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 2018-05-18
  • OH RA
    APPROVED
    Since 2018-05-18

Branch Locations

11421 Chester Road, Cincinnati, OH 45246 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors, Inc Cincinnati OH 01/2018 Present
World Financial Group, Inc. Cincinnati OH 03/2016 Present
Schalk Business And Financial Services Mount Healthy OH 01/2014 04/2017
Amazon, Inc Hebron KY 12/2020 Present
Legacy Shield Cincinnati OH 03/2021 Present
Wealthwave Cincinnati OH 09/2022 Present
Net Law Group, Inc. Lousiville KY 03/2023 Present
  • 01/2018 → Present
    Transamerica Financial Advisors, Inc
    Cincinnati, OH
  • 03/2016 → Present
    World Financial Group, Inc.
    Cincinnati, OH
  • 01/2014 → 04/2017
    Schalk Business And Financial Services
    Mount Healthy, OH
  • 12/2020 → Present
    Amazon, Inc
    Hebron, KY
  • 03/2021 → Present
    Legacy Shield
    Cincinnati, OH
  • 09/2022 → Present
    Wealthwave
    Cincinnati, OH
  • 03/2023 → Present
    Net Law Group, Inc.
    Lousiville, KY
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. AMAZON, INC / INVESTMENT RELATED: NO / 2285 LITTON LN, HEBRON, KY 41048 / WAREHOUSE ASSOCIATE: SCAN PACKAGES, BUILD PALLETS, WRAP PALLETS, MOVE PALLETS TO STAGING AREA TO BE LOADED ONTO TRUCKS / HOURS PER MONTH: 96 / HOURS DURING SECURITIES TRADING HOURS: 0 / APPROVED WITHOUT RESTRICTIONS LEGACY SHIELD /emp dates: 0321 TO PRESENT/ INVESTMENT RELATED: NO /address:9213 MAVERICK DR CINCINNATI, OH 45231/ position: AGENT/ nature of business: ESTATE PLANNING/hrs work monthly: 20/Sec trading hrs: 1/ duties: MARKET PRODUCT, SIGN UP CLIETNS, HELP WITH COMPLETING INFORMATION, ONGOING SERVICE NET LAW GROUP, INC.POSITION: advisor NATURE: estate planning INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2023 ADDRESS: 12910 Shelbyville Road, Suite 124, Lousiville KY 40243, United States DESCRIPTION: Refer to clients via link to sign up for estate planning services through NetLaw should the client require these types of products/services

Other Names
  • Jeremy Schalk

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