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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Lexington | KY | 11/2023 | Present |
| Msi Financial Group, Inc | Lexington | KY | 08/2007 | Present |
| Hamburg Properties | Lexington | KY | 01/2006 | Present |
| Msi Capital Group, Inc. | Lexington | KY | 05/2008 | Present |
| Transamerica Financial Advisors, Inc | Lexington | KY | 01/2012 | Present |
| Msi Capital Group, Inc Dba Msi Lending Of Lexington | Lexington | KY | 06/2012 | Present |
| World Title And Abstract Inc. | Lexington | KY | 06/2005 | 12/2018 |
| Central Llc | Lexington | KY | 03/2016 | 12/2023 |
| Wyndham Llc | Lexington | KY | 12/2015 | Present |
| Msi Lending, Inc. | Lexington | KY | 12/2002 | 12/2024 |
| Universal Marketing Group, Inc. | Lexington | KY | 02/2004 | 01/2023 |
| 2700 Old Rosebud Council Nof Co-Owner | Lexington | KY | 05/2017 | 06/2025 |
| Triton Airways Llc | Lexington | KY | 06/2019 | 07/2019 |
| Triton Airways Llc | Lexington | KY | 02/2021 | 02/2023 |
| Psa Airlines, Inc, | Vandalia | OH | 12/2022 | 12/2022 |
| Wealthwave | Johns Creek | GA | 02/2023 | Present |
| Spirit Airlines, Inc. | Fort Lauderdale | FL | 03/2023 | 02/2024 |
| Delta Air Lines | Atlanta | GA | 11/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc WealthWaveJohns CreekGeorgiaUnited StatesYesNA 02/2023PRESENT MSI FINANCIAL GROUP INC, 08/01/2007; YES RELATED; PRESIDENT; 271 WEST SHORT STREET, SUTIE 510B, LEXINGTON, KY 40507; RESIDENTIAL AND COMMERCIAL PROPERTY & CASUALTY COMPANY; 7 HRS/MO; 1 TRADING HR; QUOTE AUTO AND HOME AND GENERAL LIABILITY WORK COMP FOR CLIENTS. MSI CAPITAL GORUP, INC; 05/01/2008; NOT RELATED; 271 WEST SHORT STREET, SUITE 510A, LEXINGTON, KY 40507; PRESIDENT; COMMERCIAL MORTGAGE BROKERAGE. I SHOP COMMERICAL LOANS FOR CLIENTS; 5 HRS/MO; 1 TRADING; PACKAGE,SHOP, PLACE COMMERCIAL MORTGAGE LOANS. Hamburg Properties/No/PO Box 55470, Lexington, KY 40555/Commercial Real Estate/Managing Member/1/1/2006/1/0/Collect Rent, Make Mortgage & Association Payments WYNDHAM LLC-NO/355 SOUTH BROADWAY, UNIT 804,LEXINGTON, KY 40508/THIS IS A REAL ESTATE HOLDING COMPANY/MANAGING MEMBER/12.15.2015/1/0/DEPOSIT TENANT PAYMENTS Delta Air Lines Investment related - No PO Box 20706 Atlanta GA 30320-6001 404-715-6767 delta.com pilot 11/30/2023 Safely assist the captain in operating the aircraft in accordance with all Federal Aviation Regulations and company policies and procedures. Aid other crew members to guarantee a safe and pleasant experience for all passengers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-24 |
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