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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 2012-01-06
TX RA APPROVED 2012-01-06
  • GA RA
    APPROVED
    Since 2012-01-06
  • TX RA
    APPROVED
    Since 2012-01-06

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
World Financial Group Alpharetta GA 12/2003 Present
Kaiser Permanente Insurance Co. Atlanta GA 10/2004 Present
Assurant Health Duluth GA 10/2006 Present
Blue Cross Blue Shield Of Ga Atlanta GA 12/2011 Present
Transamerica Financial Advisors, Inc Alpharetta GA 01/2012 Present
All Trust Realty Inc Alpharetta GA 04/2013 Present
Fuda Financial Inc Cumming GA 01/2015 Present
Humana Louisville KY 01/2015 Present
Fuxiao Su Chicago IL 11/2018 11/2018
Ambetter Chicago IL 11/2018 Present
  • 12/2003 → Present
    World Financial Group
    Alpharetta, GA
  • 10/2004 → Present
    Kaiser Permanente Insurance Co.
    Atlanta, GA
  • 10/2006 → Present
    Assurant Health
    Duluth, GA
  • 12/2011 → Present
    Blue Cross Blue Shield Of Ga
    Atlanta, GA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Alpharetta, GA
  • 04/2013 → Present
    All Trust Realty Inc
    Alpharetta, GA
  • 01/2015 → Present
    Fuda Financial Inc
    Cumming, GA
  • 01/2015 → Present
    Humana
    Louisville, KY
  • 11/2018 → 11/2018
    Fuxiao Su
    Chicago, IL
  • 11/2018 → Present
    Ambetter
    Chicago, IL
Previous Registrations
  • 2009-05-21 → 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. ALL TRUST REALTY INC, NON-INVESTMENT RELATED, 2475 NORTHWINDS PARKWAY, SUITE 200, ALPHARETTA, GA 30005, REAL ESTATE AGENCY, REALTOR, START 4/2013, 40 HRS/MO FUDA FINANCIAL INC; NOT INVESTMENT RELATED; 4625 POCO CT CUMMING, GA 30040; DESIGN FOR WFG/TFA BUSINESS. PASS THROUGH; OWNER; 01/2015; 0 HOURS/MONTH; OWNER HUMANA; NOT INVESTMENT RELATED; 500 W MAIN STREET, LOUISVILLE, KY 40202; HEALTH INSURANCE; AGENT; 01/2015; 16 HOURS/MONTH; SALE HEALTH INSURANCE AMBETTER/NO/200 EAST RANDOLPH STE 5020 CHIGAGO, IL 60601/HEALTH INSURANCE FOR ON EXCHANGE MARKET PLACE. PEACH STATE HEALTH PLAN/INSURANCE AGENT/11/12/2018/5/1/ASSIST HEALTH INSURANCE ENROLMENT DURING HEALTH INSURANCE ENROLLMENT PERIOD. ASSURANT HEALTH/no/DULUTH, GA/INSURANCE AGENT 10/06 PROVIDE HEALTH INSURANCE KAISER PERMANENTE INSURANCE CO/NO/ATLANTA GA/ BROKER 10/2004 MARKET HEALTH SERVICES Blue Cross Blue Shield of GA/no/3350 Peachtree Road, N.E. Peachtree GA 30326/Health insurance agent 12/2/2011-Health Insurance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-05-01
S63 Uniform Securities Agent State Law Examination 2004-03-15
  • S65 Uniform Investment Adviser Law Examination
    2009-05-01
  • S63 Uniform Securities Agent State Law Examination
    2004-03-15

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