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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 2012-01-06
  • GA RA
    APPROVED
    Since 2012-01-06

Branch Locations

275 Scientific Drive Suite 2800, Norcross, GA 30092 • 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 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
  • 06/2001 → Present
    World Financial Group
    Norcross, GA
  • 08/2004 → Present
    Kaiser Permanente
    Atlanta, GA
  • 03/2007 → Present
    International Financial Services, Inc
    Duluth, GA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Norcross, GA
  • 01/2013 → 02/2020
    Fortune Four Holdings Llc
    Norcross, GA
  • 04/2013 → 02/2020
    Atlantic Plus Inc
    Norcross, GA
  • 07/2019 → Present
    Dayone Enterprise, Inc
    Norcross, GA
  • 04/2022 → Present
    Bolt Insurance Agency
    New York, NY
Previous Registrations
  • 2009-08-05 → 2012-01-06
    Investment Advisors International, Inc.
    Norcross, GA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-07-13
S63 Uniform Securities Agent State Law Examination 2001-04-16
  • S65 Uniform Investment Adviser Law Examination
    2009-07-13
  • S63 Uniform Securities Agent State Law Examination
    2001-04-16
Other Names
  • Wei Jian

View on SEC IAPD

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