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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 | 2025-02-24 |
Branch Locations
601 Cleveland St Suite 501-24, Clearwater, FL 33755 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Miami | FL | 02/2015 | 02/2019 |
| Transamerica Financial Advisors, Inc | West Palm Beach | FL | 01/2021 | 12/2023 |
| Wfgia | Clearwater | FL | 12/2015 | Present |
| Delta Insurance Consulting Group Llc | Doral | FL | 09/2016 | 08/2021 |
| Premier Insurance | Davie | FL | 05/2013 | 08/2017 |
| Ionfi | New Orleans | LA | 08/2021 | Present |
| Bevman Igroup | Doral | FL | 01/2022 | Present |
| Legacy Mortgage Lending Corp | Sunrise | FL | 01/2021 | Present |
| Transamerica Financial Advisors, Inc | Clearwater | FL | 01/2025 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc IONFI POSITION: Interim CFO/Treasurer NATURE: Fintech * Regtech Company INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2021 ADDRESS: 935 Gravier St, Suite 2020, New Orleans LA 70112, United States DESCRIPTION: assist with policy and procedures, and accounting issues that might arise (quick books) BEVMAN IGROUP POSITION: Managing Director NATURE: Health Insurance and Property & Casualty Business INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2022 ADDRESS: 8345 Central Park Blvd, Doral FL 33166, United States DESCRIPTION: On a daily basis I speak to clients about their health insurance needs and property and casualty needs (personal lines and commercial lines). I am involved in providing solutions and quoting, as well as marketing client solutions. LEGACY MORTGAGE LENDING CORP POSITION: Loan Representative NATURE: Mortage INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 1560 Sawgrass Corporate Parkway Suite 400, #400, Sunrise FL 33323, United States DESCRIPTION: I am a 1099 loan representative with the ability to place loans, but with interest rates climbing the mortgage business has not materialized. No daily activities other then reviewing rates and loan programs posted.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-04 |
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