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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-22 |
| GA | RA | APPROVED | 2025-01-16 |
| TX | RA | APPROVED_RES | 2025-01-16 |
Branch Locations
294 South Main St Suite 100, Alpharetta, GA 30009 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Atlanta | GA | 01/2015 | 12/2017 |
| Principal Securities Inc | Atlanta | GA | 12/2017 | 12/2020 |
| Cetera Advisor Networks | El Segundo | CA | 12/2020 | 12/2024 |
| Summit Financial Group Inc | Atlanta | GA | 12/2020 | 05/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | 12/2024 |
| Wfgia | Johns Creek | GA | 05/2024 | Present |
| Transamerica Financial Advisors, Inc | Johns Creek | GA | 01/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-27 |
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