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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
NY RA APPROVED 2025-01-27
  • NY RA
    APPROVED
    Since 2025-01-27

Branch Locations

111 Great Neck Rd Suite 201E1, Great Neck, NY 11021 • 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 Great Neck NY 01/2024 Present
Wfgia Great Neck NY 10/2023 Present
Sweeten New York NY 06/2014 01/2019
Student Binghamton NY 08/2013 05/2017
Student New York NY 06/2017 12/2018
General Services Administration Brooklyn NY 06/2019 Present
Ehouse Realty Amp; Management Brooklyn NY 09/2021 Present
Unemployed Brooklyn NY 02/2019 05/2019
  • 01/2024 → Present
    Transamerica Financial Advisors, Inc
    Great Neck, NY
  • 10/2023 → Present
    Wfgia
    Great Neck, NY
  • 06/2014 → 01/2019
    Sweeten
    New York, NY
  • 08/2013 → 05/2017
    Student
    Binghamton, NY
  • 06/2017 → 12/2018
    Student
    New York, NY
  • 06/2019 → Present
    General Services Administration
    Brooklyn, NY
  • 09/2021 → Present
    Ehouse Realty Amp; Management
    Brooklyn, NY
  • 02/2019 → 05/2019
    Unemployed
    Brooklyn, NY
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. GENERAL SERVICES ADMINISTRATION/Investment Related - No/225 Cadman Plaza E, Brooklyn, NY 11201 (718) 330-7550/Real estate management for the federal government including leasing, new construction, property management, etc./Mechanical Engineer/06.2019/160/130/Project manager for construction activities for federal government projects. Work with outside contractors and government entities to complete construction activities. EHOUSE REALTY amp; MANAGEMENT/Investment Related - Yes/6005 7th Ave., Brooklyn NY 11220 718-680-2776/Real estate broker with agents engaging in assisting clients with buying, selling, and renting properties in the local area/Real estate agent/09.2021/20/0/Real estate agent assisting clients with buying, selling, and renting homes. Mostly helping with paperwork and occasional showings.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-27
S63 Uniform Securities Agent State Law Examination 2024-09-29
  • S65 Uniform Investment Adviser Law Examination
    2025-01-27
  • S63 Uniform Securities Agent State Law Examination
    2024-09-29

View on SEC IAPD

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