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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 | 2024-01-04 |
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 |
|---|---|---|---|---|
| Wfgia | Duluth | GA | 06/2001 | Present |
| Assurant (Fortis & John Alden) Health | Atlanta | GA | 05/2005 | Present |
| Celtic | Atlanta | GA | 05/2005 | Present |
| Transamerica Financial Advisors, Inc | Johns Creek | GA | 01/2012 | Present |
| Good Friend Mortgage, Inc. | Alpharetta | GA | 09/2014 | 12/2021 |
| Nationwide Assurance | Sugar Hill | GA | 09/2014 | Present |
| Jdm, Inc. | Norcross | GA | 12/2015 | Present |
| Hip Nation Operations & Solutions Llc | Peachtree Corners | GA | 09/2017 | Present |
| Eye Level Learning Center | Alpharetta | GA | 10/2017 | Present |
| Replay Arcade, Llc (Waiting For Approval To Initiate The Llc Ga | Johns Creek, | GA | 05/2019 | Present |
| Options Mortgage Services, Llc | Alpharetta | GA | 11/2021 | Present |
| General Mortgage Capital Corporation | City Of Industry | CA | 01/2024 | Present |
| Davis Insurance Services | Dallas | TX | 05/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. HIP Nation Operations & Solutions LLC/ 9.29.2017/ Non Investment related/ 4725 Peachtree Corners CIR, Suite 380, Peachtree Corners GA 30092/ Healthcare & Health Insurance/ Agent/ Hours/Month 2/ Health Insurance Sales/ Approved with restrictions RePlay Arcade, LLC (Waiting for approval to initiate the LLC GA) / 0519-Present/ Investment Related: No /130 Royal Colony Court, Johns Creek, Ga 30022 /Owner/ Pinball Arcade in a mall/ hrs work monthly: 25 / Sec trading hrs: 1 / Visit site on routine basis and call the employees on a routine basis CELTIC/no/Atlanta, GA/Heath Agent/04/2005/Sell Health insurance that WFG does not offer/approved with restrictions ASSURANT (FORTIS & JOHN ALDEN) HEALTH /no/Atlanta, GA/04/2005/Health Insurance Agent//Sell Health Insurance for my clients/approved with restrictions GENERAL MORTGAGE CAPITAL CORPORATION POSITION: Mortgage Loan Officer NATURE: Residential Mortgages INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 3 START DATE: 01/20/2024 ADDRESS: 17700 Castleton St., Suite 488, City Of Industry CA 91748, United States DESCRIPTION: As A Mortgage Loan Officer I Would Help People Buy And Refinance Residential Real Estate. Mortgages. DAVIS INSURANCE SERVICES \ POSITION: Agent NATURE: Commercial P&C Business Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 05/30/2024 ADDRESS: 4848 Lemmon Avenue, 100-126, Dallas TX 75219 \ DESCRIPTION: I Would Be A Commercial Insurance Agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-04 |
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