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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 2018-01-18
  • FL RA
    APPROVED
    Since 2018-01-18

Branch Locations

13131 University Drive, Fort Myers, FL 33907 • 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 Fort Myers FL 02/2014 Present
World Financial Group, Inc. Fort Myers FL 01/2014 Present
Modestino Beverages Llc Fort Myers FL 06/2014 04/2017
Pinnacle Equity Llc Cape Coral FL 12/2014 05/2018
Sellstate Maximum Perfomance Realty Bonita Springs FL 05/2018 Present
Iannone Insurance Fort Myers FL 08/2015 Present
Iannone Real Estate Exchange Llc Fort Myers FL 06/2018 Present
Flagler Insurance Agency Inc Fort Myers FL 08/2015 Present
  • 02/2014 → Present
    Transamerica Financial Advisors, Inc
    Fort Myers, FL
  • 01/2014 → Present
    World Financial Group, Inc.
    Fort Myers, FL
  • 06/2014 → 04/2017
    Modestino Beverages Llc
    Fort Myers, FL
  • 12/2014 → 05/2018
    Pinnacle Equity Llc
    Cape Coral, FL
  • 05/2018 → Present
    Sellstate Maximum Perfomance Realty
    Bonita Springs, FL
  • 08/2015 → Present
    Iannone Insurance
    Fort Myers, FL
  • 06/2018 → Present
    Iannone Real Estate Exchange Llc
    Fort Myers, FL
  • 08/2015 → Present
    Flagler Insurance Agency Inc
    Fort Myers, FL
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. FLAGLER INSURANCE AGENCY INC / emp dates: 0815 TO PRESENT/ INVESTMENT RELATED: NO /address: 4575 VIA ROYALE, SUITE 105, FORT MYERS, FL 33919 / position: ASSOCIATE AGENT / nature of business: GENERAL LINES INSURANCE SALES/ hrs work monthly:40 / Sec trading hrs:2 / duties: SOLICIT AND SELL GENERAL LINES INSURANCE, HOME, AUTOS, COMMERCIAL POLICIES IANNONE REAL ESTATE EXCHANGE LLC/YES/12331 TOWNE LAKE DRIVE UNIT 2 FORT MYERS, FL 33912/OWNER 6/01/2018/LOOK FOR PASSIVE REAL ESTATE INVESTMENTS FOR ITS OWNER Sellstate Maximum Performance Realty/NO/8870 TERRENE CT BONITA SPRINGS, FL 34135/REALTOR 5/1/2018 / OBTAIN LISTINGS, SALES OR REAL ESTATE Approved with restrictions Iannone Insurance/no/12331 Towne Lake Dr. Unit 2 Fort Myers, FL 33913/owner 8/26/15 excess surplus lines property insurance / 40/2/ Sales service/approved with restrictions

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-16
S63 Uniform Securities Agent State Law Examination 1987-04-13
  • S65 Uniform Investment Adviser Law Examination
    2017-12-16
  • S63 Uniform Securities Agent State Law Examination
    1987-04-13
Other Names
  • David Anthony Iannone

View on SEC IAPD

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