James Kent Treat

Current Employers

Employment History

• 07/2022 → Present
  World Financial Group, Inc.
  Stillwater, OK
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Stillwater, OK
• 09/2020 → Present
  Philadelphia American Life Insurance Company
  Houston, TX
• 07/2022 → Present
  Heartland
  Oklahoma City, OK
• 01/2016 → Present
  Wealthwave
  Plano, TX
• 10/2023 → Present
  Netevia Platinum (Corp. Name Artik Pay Ogm)
  North Miami, FL

Previous Registrations

• 2009-03-23 → 2012-01-06
  Investment Advisors International, Inc.
  Plano, TX

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Heartland /0722-Present / Investment Related: No / 616 North Broadway Ave. Oklahoma City, OK 73102/ NA/ Payroll and Point of Sale / Hrs. Work Monthly: 12 / Sec Trading Hrs; 1 / Refer small business owners to their payroll and point of sale products. Philadelphia American Life Insurance Company/NO/11720 Katy Fwy #1700 Houston, TX 77079/referral agent/9/18/2020/1/0/ refer clients that are looking for health insurance alternatives/approved with retrications NETEVIA PLATINUM (CORP. NAME ARTIK PAY OGM) POSITION: Referral Partner NATURE: Point of Sales merchant INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/09/2023 ADDRESS: 3363 NE 163rd St., North Miami FL 33160, United States DESCRIPTION: Refer businesses that may be interested in the point of sales product to an internal sales rep for the company.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-02-23
• S63 Uniform Securities Agent State Law Examination
  2004-09-27