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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-29 |
Branch Locations
1155 S Semoran Blvd Ste 1150, Winter Park, FL 32792 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-31 |
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