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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-01-06 |
Branch Locations
14203 Park Center Drive Suite 304, Laurel, MD 20707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Laurel | MD | 07/2001 | Present |
| Benefit Mall Health Insurance | Upper Marlboro | MD | 01/2003 | Present |
| Transamerica Financial Advisors, Inc | Laurel | MD | 01/2012 | Present |
| Heartland Institute Of Financial Education | Aurora | CO | 10/2012 | Present |
| Debtmerica, Llc | Santa Ana | CA | 09/2013 | 02/2022 |
| Aca Marketing Enrollment Solutions Inc. | Bedford Park | IL | 11/2014 | 09/2017 |
| American Family Life Assurance Company | Sicklerville | NJ | 11/2015 | 09/2017 |
| David Mcmillan | Upper Marlboro | MD | 05/2014 | Present |
| Dhm Group Inc | Upper Marlboro | MD | 01/2016 | Present |
| Netlaw Group, Inc | Louisville | KY | 07/2021 | Present |
| Mpowering America | Henderson | NV | 07/2021 | 02/2022 |
| Wealthwave | Johns Creek | GA | 01/2019 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WealthWave Johns Creek United States No None 01/2019 PRESENT ACA MARKETING ENROLLMENT SOLUTIONS INC; NOT INVESTMENT RELATED; TO PROVIDE ENROLL INDIVIDUALS INTO TO HEALTH INSURANCE IN ACCORDANCE WITH THE AFFORDABLE CARE ACT; LICENSED HEALTH INSURANCE AGENT; 11/06/2014; 24 HOURS/MONTH; ENROLLING INDIVIDUAL CUSTOMERS OF LIBERTY TAX SERVICES INTO HEALTH INSURANCE IAW THE AFFORDABLE CARE ACT AMERICAN FAMILY LIFE ASSURANCE COMPANY; 11/10/2015; YES INV RELATED; 900 LIBERTY PLACE, SICKLERVILLE, NJ 08081; SUPPLEMENTAL INSURANCE, I.E, ACCIDENT, CANCER/SPECIFIED DISEASE, DENTAL, HOSPITAL CONFINEMENT INDEMNITY, HOSPITAL CONFINEMENT SICKNESS INDEMNITY, HOSPITAL INTENSIVE CARE, VISION; INDEPENDENT AGENT; 10 HRS/MO; 1 TRADING; OCCASSIONALLY TALK WITH AND PROVIDE SMALL BUSINESSES EMPLOYEES SUPPLEMENTAL INSURANCE. DAVID MCMILLAN/YES/11554 JOYCETON DRIVE, UPPER MARLBORO,MARYLAND 20850/WE RENT OUR RESIDENTIAL HOMES/DAVID MCMILLAN/5.11.2014/N.A/1/0/HARDLY NO ACTIVITY.PROPERTY MANAGED BY FRIEND AND MANAGEMENT COMPANY 7/30/2021 NETLAW GROUP, INC/12910 SHELBYVILLE RD # 124 LOUISVILLE, KY- Kentucky 40243/No/WILLS AND TRUSTS.REFERRAL AGENT/ACTIVITIES BASED ON CLIENTS' NEEDS. IT MAY NOT BE A DAILY ACTIVITY. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: CERTIFIED FINANCIAL EDUCATOR, CFEd NATURE: Financial Education INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2012 ADDRESS: 8301 EAST PRENTICE AVE, STE 312, GREENWOOD VILLAGE CO 80111, United States DESCRIPTION: EDUCATING WORKPLACE EMPLOYEES AND FAMILIES ON THE CONCEPTS OF FINANCIAL LITERACY. DHM GROUP INC POSITION: PRESIDENT NATURE: Entity Ownership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 403 Lonsdale Ct, Upper Marlboro MD 20774, United States DESCRIPTION: No daily activities. This is a pass through entity for accounting purposes created by my CPA to manage the administration of my taxes. BENEFIT MALL HEALTH INSURANCE Investment related No Agent 1/01/2003 UPPER MARLBORO, MD
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-21 |
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