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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 | 2022-07-19 |
| NC | RA | APPROVED | 2022-01-20 |
| GA | RA | APPROVED | 2020-09-24 |
Branch Locations
3805 Crestwood Pkwy Suite 529, Duluth, GA 30096 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Norcross | GA | 03/2004 | Present |
| Transamerica Financial Advisors, Inc | Norcross | GA | 01/2012 | Present |
| Heartland Institute Of Financial Education | Aurora | CO | 10/2012 | 12/2022 |
| Rental Property | Alpharetta | GA | 08/2012 | Present |
| Humana | Norcross | GA | 10/2014 | 11/2016 |
| Flying Bear Foundation, Inc. | Suwanee | GA | 05/2015 | Present |
| Ritter Insurance Marketing | Harrisburg | PA | 05/2024 | Present |
| Rental Property #1 | Alpharetta | GA | 08/2012 | Present |
| Rental Property #2 | Buford | GA | 10/2020 | Present |
| Rental Property #3 | Auburn | GA | 08/2022 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc RENTAL PROPERTY, 4645 VALAIS CT, #88, ALPHARETTA, GA 30022, RENTAL OF PRIOR RESIDENCE, OWNER/LANDLORD, START 8/1/2012, 1.5 HRS/MO FLYING BEAR FOUNDATION; 05/04/2015; NOT INV RELATED; OWNER; 3651 PEACHTREE PKWY, #E 139, SUWANEE, GA 30024; THIS COMPANY IS SET UP PURELY FOR TAX PURPOSE FOR MY WFG BUSINESS; 1 HRS/MO; 0 TRADING; DUTIES - NO ACTIVITY, FOR TAX PURPOSE. RITTER INSURANCE MARKETING \ POSITION: None NATURE: Medicare Supplement, Advantage, Drug plan INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 \ ADDRESS: 2605 Interstate Drive, Harrisburg PA 17110 \ DESCRIPTION: Selling Medicare Plans through Ritter Insurance Marketing. RENTAL PROPERTY #1 POSITION: Trustee/Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2012 ADDRESS: 4645 Valais Ct, #88, ALPHARETTA GA 30022, United States DESCRIPTION: property management and maintenance. RENTAL PROPERTY #2 POSITION: Trustee/Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2020 ADDRESS: 3242 Brockenhurst Dr., Buford GA 30519, United States DESCRIPTION: Property Management and Maintenance. RENTAL PROPERTY #3 POSITION: Joint Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/30/2022 ADDRESS: 31 Auburn Woods Dr, Auburn GA 30011, United States DESCRIPTION: Property management and maintenance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-07 |
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