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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-04-10 |
| GA | RA | APPROVED | 2022-07-14 |
| TX | RA | APPROVED_RES | 2021-08-23 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
190 Bluegrass Valley Pkwy., Alpharetta, GA 30005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Johns Creek | GA | 06/2001 | Present |
| Health Insurance | Sherman Oaks | CA | 10/2003 | Present |
| Transamerica Financial Advisors, Inc | Johns Creek | GA | 01/2012 | Present |
| Netlaw | Northridge | CA | 05/2020 | Present |
| Because Mom Collective | Dawsonville | GA | 05/2025 | 12/2025 |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Netlaw/ 0520-Present / Investment Related: No / 17130 Devonshire St. Suite 102 Northridge, CA 91325 / Referral Partner / Estate Planning Software / Hrs Work Monthly: 1 / Sec Trading Hrs: 0 / I would refer clients who are interested in estate planning to the Netlaw website so that clients can complete their estate planning documents. This is on a referral basis only, not something that I will actively pursue on a daily basis Health Insurance / 1003-PRsent / Investment Related: No / 4484 Murrieta Ave #6, Sherman Oaks, CA 91423 / Agent / health insurance / Hrs Work Monthly: na / Sec Trading Hrs: na / Help clients with various health insurance needs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-23 |
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