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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-26 |
| TX | RA | APPROVED_RES | 2024-07-08 |
| GA | RA | APPROVED | 2012-01-06 |
Branch Locations
190 Bluegrass Valley Pkwy., Alpharetta, GA 30005 • 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 |
|---|---|---|---|---|
| Wfgia | Duluth | GA | 06/2001 | Present |
| Perez Bakers & Assoc | Duluth | GA | 10/2010 | 04/2017 |
| Transamerica Financial Advisors, Inc | Johns Creek | GA | 01/2012 | Present |
| Assurant Health | Milwaukee | WI | 11/2013 | 03/2017 |
| Netlaw | Louisville | KY | 11/2019 | Present |
| Mpowering America | Henderson | NV | 08/2021 | 02/2022 |
| Wealthwave | Johnscreek | GA | 01/2016 | Present |
| Elleon Consulting Llc | Suwanee | GA | 03/2017 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Wealthwave | 01/2016 | investment related | marketing | Johns Creek, GA | approved Co-brand company through WFGIA | SMD NETLAW /1119 TO PRESENT/ INVESTMENT RELATED: NO /12910 SHELBYVILLE RD #124 LOUISVILLE, KY 40243 / REFERRAL AGENT / WILLS & TRUST / hrs work monthly: 2/Sec trading hrs: 1/ duties: CLIENT NEEDS-BASED OPERATION. IT MAY NOT BE A DAILY ACTIVITY ELLEON CONSULTING LLC \ POSITION: President NATURE: Entity Ownership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/17/2017 ADDRESS: 809 Scales Rd, Suwanee GA 30024 \ DESCRIPTION: I don't have any other business activities or responsibilities through Elleon Consulting LLC. other than being an Insurance business (WFG), Securities business (TFA) as my daily activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-18 |
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