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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 | 2012-01-06 |
Branch Locations
275 Scientific Drive Suite 2800, Norcross, GA 30092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Norcross | GA | 06/2001 | Present |
| Kaiser Permanente | Atlanta | GA | 08/2004 | Present |
| International Financial Services, Inc | Duluth | GA | 03/2007 | Present |
| Transamerica Financial Advisors, Inc | Norcross | GA | 01/2012 | Present |
| Fortune Four Holdings Llc | Norcross | GA | 01/2013 | 02/2020 |
| Atlantic Plus Inc | Norcross | GA | 04/2013 | 02/2020 |
| Dayone Enterprise, Inc | Norcross | GA | 07/2019 | Present |
| Bolt Insurance Agency | New York | NY | 04/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Bolt Insurance Agency / 0422-present / Investment Related: No/ 100 Park Ave. 16th Fl, New York, NY 10017 / Referral / Property Insurance / Hrs. Work Monthly: 4 / Sec Trading Hrs: 1 / Only referral if there is a needs Dayone Enterprise, Inc./0719-Present/ Investment Related: No/275 Scientific Dr. STE 2800 Norcross, GA 30092 / Manager/This is a legal entity I am going to sign office lease with landlord and manage my WFG office operations Kaiser Permanente/ 0804-Present / Investment Related: No / Atlanta, Ga / Agent/Health Insurance provider/ hrs work monthly: 5%/ Sec trading hrs: 5% / Provides health Insurance International Financial Service Inc. / 0307-Present/ Investment Related: No/ Duluth, GA/ Owner/Pass Through / hrs work monthly: 10%/ Sec trading hrs: 0% / anage WFG business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-16 |
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