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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
GA RA APPROVED 2013-03-04
  • GA RA
    APPROVED
    Since 2013-03-04

Branch Locations

3805 Crestwood Pkwy Suite 529, Duluth, GA 30096 • 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
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
  • 06/2001 → Present
    World Financial Group, Inc.
    Duluth , GA
  • 01/2014 → Present
    Kaiser
    Atlanta, GA
  • 01/2014 → Present
    Blue Cross Blue Shield Of Ga
    Atlanta, GA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Duluth, GA
  • 06/2012 → Present
    Heartland Institute
    Aurota, CO
  • 01/2014 → Present
    Humana
    Middleton, WI
  • 05/2014 → Present
    International Medical Group
    Carmel, IN
  • 01/2015 → Present
    Mutual Of Omaha
    Omaha, NE
  • 01/2015 → Present
    Ambetter Health Plan
    Smyrna, GA
  • 11/2015 → Present
    Coventry
    Atlanta, GA
  • 10/2016 → Present
    Aetna
    Hartford, CT
  • 06/2019 → Present
    Wellcare
    Tampa, FL
  • 09/2019 → Present
    Optimed Health Plans A United Group Programs, Inc. Brand
    Peachtree Corners, GA
  • 09/2019 → Present
    Caresource
    Dayton, OH
  • 03/2020 → Present
    Pivot Health Insurance
    Scottsdale, AZ
  • 05/2020 → Present
    Allianz Global Assistance Usa
    Richmond, VA
  • 10/2021 → Present
    Ritter
    Harrisburg, PA
  • 10/2021 → Present
    Narssa
    Melville, NY
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-10-30
S63 Uniform Securities Agent State Law Examination 2000-12-18
  • S65 Uniform Investment Adviser Law Examination
    2012-10-30
  • S63 Uniform Securities Agent State Law Examination
    2000-12-18
Other Names
  • Joan Chiao

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