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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
FL RA APPROVED 2026-04-29
  • FL RA
    APPROVED
    Since 2026-04-29

Branch Locations

1155 S Semoran Blvd Ste 1150, Winter Park, FL 32792 • 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
Edward Jones St Louis MO 07/2024 01/2026
Unemployed Sanford FL 11/2023 06/2024
Suprema Lake Mary FL 05/2019 10/2023
Smartwatch Security & Sound Mount Dora FL 01/2015 05/2019
Wealth Wave Winter Park FL 04/2026 Present
Transamerica Financial Advisors Winter Park FL 04/2026 Present
Wfgia Winter Park FL 04/2026 Present
Legal Shield Sanford FL 04/2026 Present
Wealthwave Alpharette GA 04/2026 Present
Legal Shield Ada OK 04/2026 Present
  • 07/2024 → 01/2026
    St Louis, MO
  • 11/2023 → 06/2024
    Unemployed
    Sanford, FL
  • 05/2019 → 10/2023
    Suprema
    Lake Mary, FL
  • 01/2015 → 05/2019
    Smartwatch Security & Sound
    Mount Dora, FL
  • 04/2026 → Present
    Wealth Wave
    Winter Park, FL
  • 04/2026 → Present
    Transamerica Financial Advisors
    Winter Park, FL
  • 04/2026 → Present
    Wfgia
    Winter Park, FL
  • 04/2026 → Present
    Legal Shield
    Sanford, FL
  • 04/2026 → Present
    Wealthwave
    Alpharette, GA
  • 04/2026 → Present
    Legal Shield
    Ada, OK
Previous Registrations
  • 2024-09-04 → 2026-01-09
    Oviedo, FL
    Sanford, FL
    St Louis, MO
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 1.) Wealth Wave Investment Related? No 1155 South Semoran Blvd. | Suite 1150| Winter Park, FL 32795 Financial Education Agent Start Date 4/2026 90 hours per month, 4 hours per day during trading. Provide financial education for prospects and clients. Recommend life insurance, annuities and other non-securities related products. 2.) Legal Shield Investment Related? No 140 Anthony Drive | Sanford, FL 32773 Subscription plans for legal services Associate Start Date 4/2026 26 hours per month, 1 hour per day during trading. Selling subscription plans for Legal services. Possibly recruit others to join the team to provide the same services. WEALTHWAVE POSITION: Representative NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 167 SECURITIES TRADING HOURS: 8 START DATE: 04/08/2026 ADDRESS: 190 Bluegrass Valley Parkway, Alpharette GA 30005, United States DESCRIPTION: WFG Co-Brand LEGAL SHIELD POSITION: Associate NATURE: Legal subscription services INVESTMENT RELATED: No NUMBER OF HOURS: 18 SECURITIES TRADING HOURS: 1 START DATE: 04/06/2026 ADDRESS: 1 Prepaid Way, Ada OK 74820, United States DESCRIPTION: Attend training webinars in the evening. Attend in person networking events for trainings and prospecting.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-31
  • S66 Uniform Combined State Law Examination
    2024-08-31

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