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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 2024-01-04
  • GA RA
    APPROVED
    Since 2024-01-04

Branch Locations

190 Bluegrass Valley Pkwy., Alpharetta, GA 30005 • 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
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
  • 06/2001 → Present
    Wfgia
    Duluth, GA
  • 05/2005 → Present
    Assurant (Fortis & John Alden) Health
    Atlanta, GA
  • 05/2005 → Present
    Celtic
    Atlanta, GA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Johns Creek, GA
  • 09/2014 → 12/2021
    Good Friend Mortgage, Inc.
    Alpharetta, GA
  • 09/2014 → Present
    Nationwide Assurance
    Sugar Hill, GA
  • 12/2015 → Present
    Jdm, Inc.
    Norcross, GA
  • 09/2017 → Present
    Hip Nation Operations & Solutions Llc
    Peachtree Corners, GA
  • 10/2017 → Present
    Eye Level Learning Center
    Alpharetta, GA
  • 05/2019 → Present
    Replay Arcade, Llc (Waiting For Approval To Initiate The Llc Ga
    Johns Creek,, GA
  • 11/2021 → Present
    Options Mortgage Services, Llc
    Alpharetta, GA
  • 01/2024 → Present
    General Mortgage Capital Corporation
    City Of Industry, CA
  • 05/2024 → Present
    Davis Insurance Services
    Dallas, TX
Previous Registrations
  • 2007-01-26 → 2012-01-06
    Investment Advisors International, Inc.
    Duluth, GA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-06
S63 Uniform Securities Agent State Law Examination 2003-04-04
  • S65 Uniform Investment Adviser Law Examination
    2006-11-06
  • S63 Uniform Securities Agent State Law Examination
    2003-04-04
Other Names
  • David Wright

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