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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-05-21 |
| AR | RA | APPROVED | 2023-12-22 |
| MS | RA | APPROVED | 2023-12-18 |
| CA | RA | APPROVED | 2023-12-15 |
| NM | RA | APPROVED | 2023-12-15 |
| OH | RA | APPROVED | 2023-12-15 |
| TX | RA | APPROVED_RES | 2023-12-15 |
| RI | RA | APPROVED | 2021-09-19 |
| KY | RA | APPROVED | 2019-08-23 |
| AL | RA | APPROVED | 2019-08-22 |
| GA | RA | APPROVED | 2019-08-22 |
| SC | RA | APPROVED | 2019-08-22 |
| FL | RA | APPROVED | 2019-08-20 |
| NC | RA | APPROVED | 2019-08-20 |
| VA | RA | APPROVED | 2019-08-20 |
Branch Locations
2517 Moody Road Suite 100, Warner Robins, GA 31088 • United States
2517 Moody Rd. Ste. 100, Warner Robins, GA 31088 • United States
4875 Riverside Drive Suite 201, Macon, GA 31210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aflac | Columbus | GA | 09/1999 | Present |
| Royal Alliance Associates, Inc. | Warner Ribonbs | GA | 07/2005 | Present |
| Rosenberg Financial Group, Inc. | Warner Robins | GA | 07/2005 | 09/2021 |
| Lifespan Financial Services, Dba Rosenberg Financial Group | Warner Robins | GA | 10/2021 | Present |
1) RS Goss Properties, LLC. Position: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 505 2nd Street, Suite 202, Macon GA 13201, United States DESCRIPTION: Finance, taxes 2) LIFESPAN FINANCIAL SERVICES, INC., INC. POSITION: Owner/President NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/1999 ADDRESS: 2517 Moody Rd, Warner Robins, GA 31088, Warner Robins GA 31088, United States DESCRIPTION: I provide fee-based asset management and portfolio management for my clients, and I have a staff of four to assist with taking care of them. I meet with them in person and ensure they are taken care of. I also provide a weekly local TV interview, and we host a live Saturday morning radio show. I handle compliance and supervision, and work with our team to provide excellent service to our clients. 3) SHERRI L. GOSS POSITION: Sole Proprietor NATURE: Individual. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/31/2006 ADDRESS: 2517 Moody Rd, Ste 100, Warner Robins GA 31088, United States DESCRIPTION: Sell annuities, life insurance, contracts and long-term care policies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-28 |
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