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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-22 |
| GA | RA | APPROVED | 2019-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2013 | 09/2017 |
| Retirement Plan Advisors, Llc | Jacksonville | FL | 07/2013 | 09/2017 |
| New York Life Insurance Co | Atlanta | GA | 06/2017 | 11/2017 |
| Godfrey Financial Group, Llc | Macon | GA | 11/2017 | 11/2018 |
| Eagle Strategies Llc | Macon | GA | 01/2018 | 11/2018 |
| Transamerica Financial Advisors, Inc | Macon | GA | 11/2018 | Present |
| World Financial Group, Inc. | Macon | GA | 09/2018 | Present |
| Nylife Securities Llc | Macon | GA | 09/2017 | 11/2018 |
| Kenan Godfrey, Llc | Macon | GA | 09/2014 | 11/2024 |
| Salterrae Foundation | Macon | GA | 05/2016 | 12/2018 |
| Cambridge Investment Research | Macon | GA | 05/2013 | 09/2017 |
| Net Law Group, Inc. | Louisville | KY | 06/2014 | Present |
| College Loan Freedom | Henderson | NV | 07/2020 | Present |
| Debtmerica Llc. | Santa Ana | CA | 10/2020 | 03/2022 |
| St. Joseph Catholic School | Macon | GA | 05/2021 | Present |
| Legacy Shield | Ada | OK | 05/2021 | Present |
| Lspn Pro Llc | Lindon | UT | 08/2023 | Present |
| Knights Of Columbus | Macon | GA | 06/2024 | Present |
| 0962170 B.C. Ltd. Dba Pokechest | Richmond | 08/2024 | Present | |
| Champion Health, Inc. | Scottsdale | AZ | 12/2024 | Present |
| Deal.aI, Inc. | Miami | FL | 08/2025 | Present |
| Heartland Institute Of Financial Education | Greenwood Village | CO | 02/2026 | Present |
| Combined Insurance Company Of America | Chicago | IL | 03/2026 | Present |
| Kenan Godfrey | Macon | GA | 05/2026 | Present |
Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Legacy Shield / 0521-Present / Investment Related: No / One Pre-Paid Way Ada, OK 74820 /Broker / Legal Insurance / Hrs Work Monthly: 4 / Sec Trading Hrs: 0 / Market legal insurance plans. St. Joseph Catholic School / 0521-Present / Investment Related: No / 905 High Street Macon, GA 31201/ School Advisory Board/ An Elementary School / Hrs Work Monthly: 2 / Sec Trading Hrs: 0 / I will serve on the marketing committee. Activities include attending monthly meetings to direct market to promote the school. College Loan Freedom / 0720-Present / Investment Related: No / 129 W. Lake Mead Parkway, #19 Henderson, NV 89015 / Referral / Student Loan Forgiveness / Hrs Work Monthly: .5 / Sec Trading Hrs: 0 / Occasional referral, override of agent using the program. Net Law Group, Inc. / 0614-present / INVESTMENT RELATED: NO /12910 Shelbyville Road suite 124, Louisville, KY 40243 /Referral Partner/ Estate Plans/ hrs work monthly: 1 / Sec trading hrs: 0 / Refer services as needed to clients LSPN PRO LLC POSITION: administrative tasker NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/22/2023 ADDRESS: 100 N. STATE STREET, STE B, Lindon UT 84042, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATE PLANNING ISSUES, SCHEDULE APPOINTMENTS. KNIGHTS OF COLUMBUS \ POSITION: Deputy Grand Knight NATURE: Charitable service INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/05/2024 ADDRESS: 538 High Place, Macon GA 31201 \ DESCRIPTION: Support the Grand Knight and the council with leadership in meetings. 0962170 B.C. LTD. DBA POKECHEST POSITION: Operator NATURE: Pokemon Trading Card Game Vending Machine INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2024 ADDRESS: 260-4611 Viking Way, Richmond British Columbia V6V 2K9 , Canada DESCRIPTION: Weekly, refill the vending machine at the assigned location. CHAMPION HEALTH, INC. POSITION: Agent NATURE: CHI offers CHI Products and services to cover healthcare expenses, administrative services, and other healthcare and support services through a membership plan ("Champ Plan"). INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2024 ADDRESS: 7272 E Indian School Rd, Suite 540, Scottsdale AZ 85251, United States DESCRIPTION: AGENT DUTIES Obtain and maintain an active Health Insurance License in the State where Agent resides. DEAL.AI, INC. POSITION: Reseller NATURE: SAAS AI tools INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2025 ADDRESS: 2222 Ponce de Leon Blvd, Miami FL 33134, United States DESCRIPTION: White label SAAS AI tools for resell to consumers. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: Certified Financial Educator NATURE: Financial Education INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/27/2026 ADDRESS: 8301 E Prentice Ave, Suite 312, Greenwood Village CO 80111, United States DESCRIPTION: I promote and provide financial education courses to businesses and employer groups as a Heartland CFEd. COMBINED INSURANCE COMPANY OF AMERICA POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/23/2026 ADDRESS: 8750 West Bryn Mawr Avenue, Chicago IL 60631, United States DESCRIPTION: Group enrollment insurance KENAN GODFREY POSITION: Author/ Artist NATURE: Book Publishing, Printmaking INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 2218 INGLESIDE AVE, MACON GA 31204, United States DESCRIPTION: Writing non-fiction,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-17 |
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