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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 2025-01-27
TX RA APPROVED_RES 2024-07-08
OH RA APPROVED 2012-01-06
  • FL RA
    APPROVED
    Since 2025-01-27
  • TX RA
    APPROVED_RES
    Since 2024-07-08
  • OH RA
    APPROVED
    Since 2012-01-06

Branch Locations

3 W Garden St. Suite 349, Pensacola, FL 32502 • 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
National Marketing Group Flint MI 02/2005 03/2025
Wfgia Pensacola FL 06/2011 Present
Transamerica Financial Advisors, Inc Pensacola FL 01/2012 Present
Net Law Louisville KY 02/2019 Present
Eusurian Agency Sandy Springs GA 12/2019 08/2026
Aarp United Health Care Medicare Plans Eastlake OH 03/2020 Present
Pinnacle Financial Services Warminster PA 02/2022 Present
Linqqs Henderson NV 08/2023 Present
Legal Shield Ada OK 07/2026 Present
Life Wave Draper UT 08/2026 Present
  • 02/2005 → 03/2025
    National Marketing Group
    Flint, MI
  • 06/2011 → Present
    Wfgia
    Pensacola, FL
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Pensacola, FL
  • 02/2019 → Present
    Net Law
    Louisville, KY
  • 12/2019 → 08/2026
    Eusurian Agency
    Sandy Springs, GA
  • 03/2020 → Present
    Aarp United Health Care Medicare Plans
    Eastlake, OH
  • 02/2022 → Present
    Pinnacle Financial Services
    Warminster, PA
  • 08/2023 → Present
    Linqqs
    Henderson, NV
  • 07/2026 → Present
    Legal Shield
    Ada, OK
  • 08/2026 → Present
    Life Wave
    Draper, UT
Previous Registrations
  • 2011-11-14 → 2012-01-06
    Investment Advisors International, Inc.
    Cincinnati, OH
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Pinnacle Financial Services / 0222-Present / Investment Related: No / 65 W. Street Rd. A-101 Warminster, PA 18974 / Agent / Medicare Ins. / Hrs. Work Monthly: 10 / Sec Trading Hrs: 2 / I will be talking to people about Medicare and getting them involved with the Medicare products. AARP United health Care Medicare Plans / 0320-Present/ Investment Related: No/35784 Lakeland Blvd. Unit 1, Eastlake, OH 44095/Insurance Agent/Medicare Insurance/ Hrs Work Monthly: 40 / Sec Trading Hrs: / Contact individuals who are medicare eligible. Discuss their unique health care needs and provide information about AARP united health care plans that are available to them NET LAW/NO/12910 SHELBYVILLE RD, LOUISVILLE, KY 40243/THIS COMPANY DOES DOCUMENTS TO DO THERE WILLS, TRUST,POA'S, MEDICAL POA'S AND HIPPA FORMS/AGENT/02/12/2019/30/2/I TALK TO CLIENTS WHEN I DO THERE FNA'S AS PART OF THERE OVER ALL ESTATE PLAN. LINQQS POSITION: Agent NATURE: Covid Relief financial services INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 4 START DATE: 08/14/2023 ADDRESS: 2485 Village View Dr., Suite 190, Henderson NV 89074, United States DESCRIPTION: I will be making calls, sending out emails, prospecting new clients for the employee retention credit. LEGAL SHIELD POSITION: Representative NATURE: Provide a legal service to people INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/11/2026 ADDRESS: One Pre-Paid Way, Ada OK 74820, United States DESCRIPTION: Talk with people to see if they would be interested in having legal services 24 hours a day. LIFE WAVE POSITION: Brand Partner NATURE: Photo Therapy Device INVESTMENT RELATED: No NUMBER OF HOURS: 36 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2026 ADDRESS: 13893 Minuteman Dr., Draper UT 84020, United States DESCRIPTION: I would be sharing/educating the technology of the photo thearpy.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-12
S63 Uniform Securities Agent State Law Examination 1987-05-13
  • S65 Uniform Investment Adviser Law Examination
    2011-10-12
  • S63 Uniform Securities Agent State Law Examination
    1987-05-13

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