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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2013-03-04 |
Branch Locations
3805 Crestwood Pkwy Suite 529, Duluth, GA 30096 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Duluth | GA | 06/2001 | Present |
| Kaiser | Atlanta | GA | 01/2014 | Present |
| Blue Cross Blue Shield Of Ga | Atlanta | GA | 01/2014 | Present |
| Transamerica Financial Advisors, Inc | Duluth | GA | 01/2012 | Present |
| Heartland Institute | Aurota | CO | 06/2012 | Present |
| Humana | Middleton | WI | 01/2014 | Present |
| International Medical Group | Carmel | IN | 05/2014 | Present |
| Mutual Of Omaha | Omaha | NE | 01/2015 | Present |
| Ambetter Health Plan | Smyrna | GA | 01/2015 | Present |
| Coventry | Atlanta | GA | 11/2015 | Present |
| Aetna | Hartford | CT | 10/2016 | Present |
| Wellcare | Tampa | FL | 06/2019 | Present |
| Optimed Health Plans A United Group Programs, Inc. Brand | Peachtree Corners | GA | 09/2019 | Present |
| Caresource | Dayton | OH | 09/2019 | Present |
| Pivot Health Insurance | Scottsdale | AZ | 03/2020 | Present |
| Allianz Global Assistance Usa | Richmond | VA | 05/2020 | Present |
| Ritter | Harrisburg | PA | 10/2021 | Present |
| Narssa | Melville | NY | 10/2021 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. NARSSA | NOT INVESTMENT RELATED | START DATE:10/20/2021 | RSSA | 68 SOUTH SERVICE RD STE 100, MELVILLE NY 11747 | 30HR/MO-0HR DURING TRADING | NO SPECIFIC DUTIES Ritter / 1021-Present / Investment Related: No / 2605 Interstate Drive Harrisburg, PA 17110 / Agent / Health Insurance / Hrs. Work Monthly: 60 / Sec Trading Hrs: 0 / Seasonal more busier in Oct and Nov. Allianz Global Assistance USA/ 0520-Present / Investment Related: No/ 9950 Maryland Drive, Richmond, VA 23233 / Agent / Travel Insurance/ Hrs Work Monthly: 2/ Sec Trading Hrs: 0/ will be referral only Pivvot Health Insurance for Short Term Health Care / 0320-Present / Investment Related: No / 8700 E Vista Bonita Dr. Suite 174 Scottsdale, AZ 85255 /Agent / Short Term Health / Hrs Work Monthly: 2/ Sec Trading Hrs: 0/ Will do by referral only HUMANA; 1600 ASPEN COMMONS, MIDDLETON WI 53562; BECOME AGENT / BROKER FOR ACA OR MEDICARE; AGENT/BROKER; 01/2014; 20 HRS/MONTH; WRITE CASES International Medical Group; NOT INVESTMENT RELATED; 303 CONTRESSIONAL BLVD, CARMEL IN 46032; TO PROVIDE INTERNATIONAL MEDICAL INSURANCE COVERAGE FOR THOSE PEOPLE WHO TRAVEL TO THE UNITED STATES; AGENT; 5/2014; NUMBER OF HOURS VERY LITTE; SALE TRAVEL MEDICAL INSURANCE MUTUAL OF OMAHA; NOT INVESTMENT RELATED; MUTUAL OF OMAHA PLAZA, OMAHA NE 68175; PROVIDE MEDICARE SUPPLEMENT PLAN FOR POTENTIAL CLIENTS; PRODUCER; 1/2015; 0 HRS - ONLY FOR REFERRAL BASIS... AMBETTER HEALTH PLAN; NOT INVESTMENT RELATED; 3200 HIGHLANDS PKWY, SMYRNA GA 30082; OBAMA CARE; AGENT; 1/2015; 0 HRS/MONTH - REFERRAL ONLY COVENTRY; 11/30/2015; YES INV RELATED; PRODUCER; 1100 CIRCLE 75 PARKWAY, SUITE 1400, ATLANTA, GA 30339; HEALTH INSURANCE; 1 HR/MO; 0 TRADING; AGENT. HEARTLAND INSTITUTE-NO/2851 SOUTH PARKER RD,SUITE #1100,AUROTA,CO 80014/OFFER FINANCIAL CLASSES TO CORPORATE OR ORGANIZATION/INSTRUCTOR/6.18.2012/0/REGISTRY OF HEARTLAND INSTITUTE AS INSTRUCTOR Aetna/No/151 Farmington Avenue/Hartford/CT/06156/Medicare Supplemental Medicare Advantage and Part D (drug)/Producer/10.01.2016/10/0/Agent. Wellcare/ 0619-Present / Investment Related: No/ 8725 Henderson Road. Tampa, FL 33634 / Agent / Medicare Supp, Medicare Advantage, PDP, Dental, Vision / Hrs Wrked: 5/ Sec Trading Hrs: 0/ Referral only KAISER/0114-PRESENT/ INVESTMENT RELATED: NO /2140 PEACHTREE ROAD ATLANTA, GA 30300/ AGENT / OBAMA CARE / hrs work monthly: 5/Sec trading hrs: 0/I DID FOR REFERRAL ONLY BCBSGA / 0114 - PRESENT/ INVESTMENT RELATED: NO /3350 PEACHTREE ROAD ATLANTA, GA 30326/ AGENT /OBAMA CARE, MEDICARE / hrs work monthly: 5/Sec trading hrs: 0/ REFERRAL ONLY CARESOURCE /0919 TO PRESENT/ INVESTMENT RELATED: NO /230 N MAIN ST DAYTON, OH 45402/AGENT /ACA PROVIDERS FOR MARKET PLACE IN GA AREA / hrs work monthly: 5 /Sec trading hrs: 0 / BY REFERRAL OPTIMED HEALTH PLANS A UNITED GROUP PROGRAMS, INC. BRAND /0919 TO PRESENT/ INVESTMENT RELATED: NO /22 TECHNOLOGY PKWY S. SUITE 200 PEACHTREE CORNERS, GA 30092/ AGENT /s: GROUP HEALTH INSURANCE / hrs work monthly: 5 /Sec trading hrs: 0 /BY REFERRAL IF ANY ENTITY NEEEDS GROUP HEALTH INSURANCE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-18 |
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